Investment Management

Whatever your specific wealth management goals are, your Moors & Cabot financial advisor will build your portfolio step-by-step from our wide range of investment products and services—complementing or replacing some of your existing holdings. Of course, this doesn’t happen overnight; it’s the result of a consultative, measured process.

We are investment purists at Moors & Cabot, maintaining our objectivity above anything else.

Moors & Cabot does not push down a “house view” on what investments our financial advisors should be using to meet your unique needs.  Your advisors have access to authoritative sources of information—from research by several major Wall Street firms to real-time financial news and information from around the world to give them the tools they need.