Culture & Values
Financial Advising Founded on Relationship
Moors & Cabot was founded on a relationship. Today, our financial advisors carry on that tradition—basing client relationships on a thorough understanding of your wealth management preferences and objectives. They’re experts at it, with successful track records that span a decade or more.
Though our investment firm offers a full range of financial services, our culture is based on the fact that we prefer to be small rather than large, private rather than publicly owned, personal rather than impersonal. We take the "advisor" part of our financial advisor role very seriously. This is the foundation of the culture we work tirelessly to maintain. We have been doing this for over 125 years... that sets us apart from the rest of the pack.
Our culture and values are held as paramount by our advisors, the Executive Management of M&C and particularly by M&C’s ownership.
We believe this culture drives our mission of keeping your interests and goals as our top priority. This is why we provide all our clients with independent, unbiased counsel—unencumbered by any proprietary products.
Learn more about our Executive Management
Relationships are built on understanding. Understanding is built on trust.