Boston, MA 265 Franklin Street Suite 902 Office

J.P. Marvel Investment Advisors provides discretionary investment management primarily to high‑net‑worth individuals and a range of private and institutional clients including trusts, estates, charitable organizations, family foundations, corporations and business entities. The brochure reports approximately $820.7 million in discretionary assets under management across about 69 client relationships and notes a typical account minimum of $2,000,000 that may be waived at the firm’s discretion.

The firm follows a growth‑oriented, bottom‑up investment process that emphasizes the link between stock prices and earnings growth and typically concentrates portfolios in equity securities (the firm also offers fixed income and balanced account categories). Research methods described include valuation analysis, stock charting, company visits, meetings with sell‑side analysts and attendance at industry conferences, and clients are offered a Strategic Investment Plan to document objectives, risk tolerance and any account restrictions.

Notable disclosures in the brochure that are less common among peers include the firm’s use of negotiated performance‑based fee arrangements for certain qualified clients and its regular client reporting — clients receive quarterly and annual reports that include performance data. The brochure also states the firm does not participate in soft‑dollar arrangements, accepts only proprietary research from brokers, and manages a relatively small number of large accounts, which together suggest a more customized, performance‑oriented service model.