Pierre & Company LLC

Pierre & Company (Massachusetts) LLC is a small, independent registered investment adviser that provides separately managed portfolio services primarily to individual clients and, for a subset of accounts, to institutional clients. The firm also offers treasury-management advisory services and implements portfolios using index funds, individual equities, fixed-income securities and cash equivalents.

The firm follows a long-only, low-turnover approach that emphasizes cost-conscious implementation, blending broad index exposure with bottom-up fundamental stock selection across the capitalization spectrum, including small- and micro-cap positions. Client accounts are managed as separate managed accounts, customized by written client restrictions (for example sector, tax, country, or ESG/SRI limits), and portfolios may be concentrated relative to broad benchmarks.

Noteworthy aspects for a firm of this size include its active management of both individual and institutional accounts, a recent expansion into dedicated treasury-management services supported by treasury credentialing, and a practice by members to make personal and partnership direct investments in early-stage private companies (the firm does not receive fees in connection with those private investments nor solicit on their behalf). Operationally, the firm relies on an outsourced mid- and back-office and compliance services arrangement while maintaining centralized portfolio decision-making and customized reporting for clients.