Weybosset Research & Management, LLC
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About
Weybosset Research & Management, LLC provides discretionary investment management and advisory services to high‑net‑worth individuals, retirement plans, foundations, trusts, estates and similar clients. The firm also supplies model portfolios to other investment advisers and occasionally provides non‑investment financial and tax‑related advice to clients.
Weybosset describes a long‑term, research‑driven investment approach that emphasizes fundamental analysis supplemented by quantitative and technical inputs, with primary activity in equity markets alongside fixed income and other securities. Portfolio construction is tailored to each client’s stated objectives and risk tolerance, and the firm notes a conservative stance on credit risk when building bond holdings.
A distinctive feature relative to most peers is that Weybosset offers performance‑based (incentive) fee arrangements to qualified clients, with performance measured on an annual basis, application of a high‑water mark and a limited lock‑up period; the firm also discloses procedures for side‑by‑side management to address allocation and trade timing. Another notable operational characteristic is a relatively small advisor team overseeing roughly $341 million in discretionary assets while providing model‑provider services to other advisers.
Client services
Expertise
Fee options
$0 - $2,000,000: 1% $5,000,000+: Negotiable
25% of profits above 6% preferred return, with a one-year lock-up period; charged annually in arrears
Minimum fee: Annual fixed fees between $500 and $10,000, payable quarterly in arrears, available on a negotiated basis Fee-only: Fees charged based on assets under management and fixed fees; no commissions received by firm or management
Main office
72 South Main Street
Providence RI 02903
Advisors at this office
2
Most active in
Colorado · Connecticut · Florida · Massachusetts · New Hampshire · New York · Rhode Island · Texas
Also doing business as
Weybosset Research & Management LLC · Weybosset Research & Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Justin D
Series 63, Series 65
Providence, RI
Weybosset Research & Management, LLC
Justin Deutsch is a financial advisor at Weybosset Research & Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Weybosset since 2014 and Bay Crest Partners LLC since 2010. Weybosset Research & Management, LLC provides discretionary investment management and advisory services to high-net-worth individuals, retirement plans, foundations, trusts, and estates. The firm employs a long-term, research-driven approach combining fundamental, quantitative, and technical analysis, with a conservative stance on credit risk in fixed income investments.
Fla L
Series 63, Series 65
Providence, RI
Weybosset Research & Management, LLC
Fla Lewis III is a financial advisor at Weybosset Research & Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Weybosset Research and Management since 2000. Weybosset Research & Management provides discretionary investment management and advisory services to high-net-worth individuals, qualified retirement plans, corporations, trusts, endowments, and foundations, and occasionally offers non-investment financial and tax-related advice. The firm employs a long-term, fundamental investment approach supplemented by quantitative and technical research, focusing primarily on the stock market and high-quality fixed income to limit credit risk.
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