A complete list of active advisors currently associated with Centre Street Cambridge Corporation

Warmer can help you find a great advisor at Centre Street Cambridge Corporation or one who fits your needs even better.

Centre Street Cambridge Corporation provides discretionary management of long-term investment portfolios primarily for individual clients and states it is available to serve trusts, pension plans, and endowments, though its relationships have historically been with individuals. The firm works with each client to design an appropriate portfolio structure and welcomes client input, including lists of issuers to avoid. The firm’s investment approach is long-term and value-oriented, centered on fundamental research and business valuation rather than market timing, with an emphasis on low turnover. Equities are selected after analysis of a company’s intrinsic worth, while fixed-income positions are used selectively and managed with a laddered maturity structure to address income and risk needs. Noteworthy features include a quarterly newsletter, Commentary, which is sent with account statements and used as part of its client communications — a practice that is relatively uncommon among independent firms. The adviser also discloses regularly investing personal and family funds alongside clients and expresses willingness to manage institutional-type accounts even though its client base has historically been individual investors.

To learn more about the advisors currently working at Centre Street Cambridge Corporation, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.