Orleans, MA 4 Main Street P. O. Box 1689 Office

McIntyre, Freedman & Flynn provides discretionary, ongoing investment management and portfolio oversight primarily for individual and high‑net‑worth clients, and also serves pension and profit‑sharing plans, corporations, trusts, and estates. The firm positions its services to deliver institutional‑quality fundamental investment work to accounts with a stated $100,000 minimum (with smaller accounts considered in certain cases).

The firm’s investment process is driven mainly by fundamental analysis and concentrates on stocks of high‑grade, well‑managed companies across multiple sectors; ETFs are used selectively for cost efficiency or tactical exposure, and option writing is an available strategy for some accounts. Portfolios are tailored to client objectives and may include tax‑loss/gain harvesting, client‑imposed restrictions (for example, excluding pharmaceutical stocks), and discretionary trading authority at the custodian.

Distinctive aspects include a small, long‑standing boutique team managing roughly $172 million in discretionary assets for about 69 clients and a stated emphasis on direct client accessibility (calls answered by staff rather than automated prompts). The firm does not offer wrap‑fee programs or select third‑party advisers, recommends Schwab custody (and discloses receipt of Schwab Advisor Services benefits), and leaves proxy voting decisions to clients rather than voting proxies on their behalf.