Westborough, MA Office

Cambridge Trustee Advisors provides discretionary investment management to individuals as well as trusts, estates, charitable organizations and, occasionally, pension or corporate plans. The firm manages roughly $55.7 million across a small client base and constructs portfolios primarily of equities, fixed income and other securities, sometimes engaging sub‑advisors to assist with management.

CTA tailors investment policies to each client and conducts regular reviews, with an investment committee meeting at least quarterly to oversee discretionary implementation. Its security analysis combines fundamental, technical, cyclical and charting methods and the firm employs a range of strategies from long‑term holdings to shorter‑term trading and option writing when appropriate.

What sets the firm apart is its attorney ownership and formal affiliation with a law firm: the principals’ primary business is providing legal services, and a number of legal clients—particularly trusts and estates—utilize the adviser for ongoing portfolio management in conformance with the Restatement of Trusts’ prudent investment standards. That overlap of legal, trustee and advisory roles within a small, fee‑only practice is uncommon among peers and can create dual‑role relationships that clients should be aware of.