1620 Investment Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$237,272,202
Clients
239
Advisors
4
of 7 employees
About
The firm provides discretionary investment management and related advisory services to individuals (including high‑net‑worth clients), families, trusts, estates, retirement plans, corporations, and charitable organizations. It also offers retirement plan consulting and advisory services, standalone financial consulting, and research and sub‑advisory services to other financial firms; the advisor manages roughly $242 million for about 239 clients and is supported by a four‑person adviser team.
Portfolios are built from firm model portfolios or customized allocations, generally following either a balanced approach (equities, funds, and fixed income) or a fixed‑income only strategy, with a long‑term orientation while permitting tactical trades as warranted. The investment process combines a computerized quantitative screen (four key value and four key growth factors) with sector‑level fundamental analysis, and the firm may employ individual securities, mutual funds, ETFs, REITs, MLPs and hedging strategies where appropriate.
Distinctive aspects include formal retirement‑plan fiduciary services (ERISA 3(21) oversight, IPS design, participant education tracking and 404(c) assistance) and the provision of research and sub‑advisory services to other firms, which are less common for peers of this size. The firm notes that an administrative registration lapse was self‑reported and corrected, and its advisory team includes multiple CFA charterholders and long‑tenured portfolio management experience.
Client services
Expertise
Fee options
Consulting services may be charged on a fixed engagement fee basis; research services typically charged based on a fixed fee
$0 - $2,999,999: 0.75% annually for Balanced Accounts; 0.40% annually for Fixed Income Accounts $3,000,000 - $9,999,999: 0.65% annually for Balanced Accounts; 0.35% annually for Fixed Income Accounts $10,000,000 - $19,999,999: 0.55% annually for Balanced Accounts; 0.30% annually for Fixed Income Accounts $20,000,000+: 0.50% annually for Balanced Accounts; 0.25% annually for Fixed Income Accounts
Consulting services hourly rates range from $75 to $175 per hour
Account minimum: $225,000 Fee-only: Investment management fees based on AUM tiers as above; consulting fees hourly $75 to $175 per hour or fixed engagement fee; research services typically fixed fee or ~0.10% of assets; sub-advisory services generally 0.50% to 0.60%; retirement plan advisory fees up to 0.30% annually
Main office
36 Cordage Park Circle, Suite 217
Plymouth MA 02360
Advisors at this office
4
Most active in
California · Georgia · Louisiana · Massachusetts · New Hampshire · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Kyle J
CFA®
Plymouth, MA
1620 Investment Advisors, Inc.
Kyle Johnston is a CFA® charterholder at 1620 Investment Advisors, Inc. with six years of industry experience. He previously worked at Cambridge Associates LLC for one year before joining 1620 Investment Advisors, where he has been since 2017. 1620 Investment Advisors provides discretionary investment management and advisory services to individuals, families, trusts, estates, retirement plans, corporations, and charitable organizations. The firm uses a combination of quantitative screening and sector-level fundamental analysis to build balanced or fixed-income focused portfolios, and it offers retirement-plan fiduciary services as well as research and sub-advisory services to other financial firms.
William B
CFA®
Plymouth, MA
1620 Investment Advisors, Inc.
William Benjes Jr. is a CFA charterholder with 23 years of industry experience. He has been with 1620 Investment Advisors, Inc. since 2004 and previously worked at Delta Financial Management Corp from 2002 to 2004. 1620 Investment Advisors, Inc. provides discretionary investment management and advisory services to individuals, families, trusts, retirement plans, corporations, and charitable organizations. The firm uses a combination of quantitative screening and fundamental analysis to manage portfolios with a long-term orientation, supporting a range of investment strategies including balanced and fixed-income approaches.
Christopher R
CFA®, Series 63
Plymouth, MA
1620 Investment Advisors, Inc.
Christopher Rieger is a CFA® charterholder affiliated with 1620 Investment Advisors, Inc. in Plymouth, MA. He has prior experience at Rockefeller Capital Management and Berenberg Capital Markets. 1620 Investment Advisors provides discretionary investment management and advisory services to individuals, families, trusts, retirement plans, corporations, and charitable organizations. The firm employs a combination of quantitative screening and fundamental analysis to construct portfolios, offering formal retirement-plan fiduciary services and research and sub-advisory services to other firms.
Todd J
Series 63, Series 65
Plymouth, MA
1620 Investment Advisors, Inc.
Todd Johnston is a financial advisor at 1620 Investment Advisors, Inc. in Plymouth, MA, with 24 years of industry experience. He has been with 1620 Investment Advisors since 1999 and holds Series 63 and Series 65 designations. 1620 Investment Advisors provides discretionary investment management and advisory services to individuals, families, trusts, estates, retirement plans, corporations, and charitable organizations. The firm employs a disciplined investment process combining quantitative screening and sector-level fundamental analysis, offering both balanced and fixed-income strategies with a long-term orientation.
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