Boston, MA Franklin Street Office

Team
Updated today

Client AUM

$14,187,210,557

Clients

14,593

Advisors

2

Of 314 advisors across 208 offices

Location

77 Franklin Street, Suite 501

Boston MA 02110

Advisors at this office

2

Advisors at this office

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Laura A

CFA®, Series 63

Boston, MA

Farther

Laura Alspaugh is a CFA® charterholder with nine years of industry experience. She is currently with Farther and previously worked at Kaleel Investment Advisors, LLC, and Lincoln Financial Securities Corporation. In addition to her advisory role, she provides client service for The Kaleel Company, Inc., supporting insurance clients. Farther offers discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm’s investment approach uses Modern Portfolio Theory with proprietary model portfolios, algorithmic rebalancing, and a range of asset classes, supplemented by AI tools under internal oversight.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Muhammed K

ChFC®, Series 63

Boston, MA

Farther

Muhammed Kaleel is a financial advisor at Farther with 54 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Lincoln Financial Securities Corporation and ownership of Kaleel Investment Advisors, LLC and The Kaleel Company, Inc., where he remains president. Outside of advisory services, he is involved in insurance sales and ownership through The Kaleel Company Insurance Agency, Inc. and Lion Street. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates via a web and mobile platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, using proprietary model portfolios and algorithmic rebalancing across ETFs, mutual funds, equities, fixed income, and independent managers.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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