A complete list of active advisors currently associated with Minot DeBlois Advisors LLC

Warmer can help you find a great advisor at Minot DeBlois Advisors LLC or one who fits your needs even better.

Minot DeBlois Advisors advises trustees, endowments, charities and high-net-worth individuals, with the firm noting that the majority of its clients are trustees who are also shareholders of its parent company. It provides general investment management and advice under both discretionary and non-discretionary contracts and does not participate in wrap-fee programs. The firm’s investment approach is rooted in fundamental company research and a buy-and-hold orientation, favoring highly liquid common stocks, mutual funds and investment-grade bonds while seeking low turnover. MDA tailors recommendations to individual client circumstances (risk tolerance, tax status and cash needs) and, unusually for a multi-team firm, manages roughly 93% of its assets on a non-discretionary basis, leaving final trade approval and broker selection to many clients. Distinctive features include its affiliation with Rice, Heard & Bigelow, a long-established fiduciary and tax services firm, and arrangements under which some trust clients’ advisory compensation is handled through a master contract with the parent. The parent firm’s brokerage relationships can provide proprietary research used by MDA, MDA generally does not vote client proxies, and the firm disclosed a 2021 SEC settlement related to late regulatory filings.

To learn more about the advisors currently working at Minot DeBlois Advisors LLC, 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.