A complete list of active advisors currently associated with Middleton & Company Inc.
Warmer can help you find a great advisor at Middleton & Company Inc. or one who fits your needs even better.
Middleton & Company manages approximately $1.23 billion on a discretionary basis for individuals, families, trusts, endowments, foundations and ERISA-covered retirement plans, providing tailored investment counseling and ongoing portfolio management. The firm builds Investment Policy Statements with clients and delivers quarterly reporting that includes portfolio appraisals, holdings and performance data. Middleton’s investment process is rooted in fundamental analysis and is implemented across five core strategies—Core Growth, Aggressive Growth, Equity Income, Strategic and Tactical Asset Allocation—along with a separately managed fixed income approach. Portfolios typically emphasize U.S. exchange-listed securities, registered funds and investment-grade bonds, may use ETFs for asset-class exposure, avoid alcohol, tobacco and gaming stocks, and selectively consider alternative investments for qualified clients; accounts are managed tax-sensitively with regular rebalancing and quarterly reviews. Compared with many peer teams, Middleton is majority employee-owned through an Employee Stock Ownership Trust and maintains a wholly owned trust company subsidiary (Middleton Fiduciary Services) that is currently not active, an affiliation that is uncommon for firms of this size. The brochure also discloses explicit strategy performance objectives (for example, targeting returns competitive with the S&P 500 or above‑average returns versus blended benchmarks) and describes turnover and rebalancing practices, indicating an uncommon emphasis on measurable performance outcomes.
To learn more about the advisors currently working at Middleton & Company Inc., 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.
Name |
Location |
Years of experience |
|---|---|---|
Boston, MA
| 5
| |
Boston, MA
| 9
| |
Boston, MA
| 12
| |
Boston, MA
| 23
| |
Boston, MA
| 5
| |
Boston, MA
| 23
| |
Boston, MA
| 30
|
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