A complete list of active advisors currently associated with Worcester Advisors
Warmer can help you find a great advisor at Worcester Advisors or one who fits your needs even better.
Worcester Advisors provides investment advisory and portfolio management services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, pension plans, business entities and municipal clients, managing roughly $120 million across about 193 accounts. Services include security analysis and selection, trade execution, monthly asset position statements, performance measurement and financial planning that is offered exclusively to clients who maintain an active investment management agreement at no additional charge. The firm employs a fundamentally driven, value-oriented equity approach that seeks discounts in historic price‑to‑earnings ratios and earnings growth opportunities, typically constructing separate accounts comprised of at least 50 stocks with diversification managed through index weighting, holding‑size limits and sector controls. Fixed‑income work emphasizes targeted maturities and duration consistent with the firm’s interest‑rate outlook, and the adviser uses third‑party research (Zacks, Morningstar) and Black Diamond reporting to support both discretionary and non‑discretionary accounts. Compared with many peers, Worcester Advisors retains several trust‑style capabilities: it serves municipal clients, manages trust accounts where it may act as trustee or executor, and undergoes annual surprise audits for accounts where it is deemed to have custody; one existing trust account involves a disclosed fee‑sharing arrangement with the trustee custodian. The firm’s origin as a community fiduciary provider, its emphasis on specialized/custom reports and its direct custodial interface for reporting distinguish its operational focus on fiduciary and institutional administrative support.
To learn more about the advisors currently working at Worcester Advisors, 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 |
|---|---|---|
Worcester, MA
| 13
| |
Worcester, MA
| 3
| |
Worcester, MA
| 1
|
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