GARRETT NAGLE & CO.

Founded in 1976, Garrett Nagle & Company is a boutique investment management firm specializing in managing portfolios for high net worth individuals and institutions. Based in Woburn, Massachusetts, our portfolios are separately managed and customized according to each client’s individual risk tolerance and return objectives. The firm is a Registered SEC Investment Advisory firm and a FINRA member Broker Dealer.
Founded in 1976, Garrett Nagle & Company is a boutique investment management firm specializing in managing portfolios for high net worth individuals and institutions. Based in Woburn, Massachusetts, our portfolios are separately managed and customized according to each client’s individual risk tolerance and return objectives. 

WHY PARTNER WITH GN&Co.

Clients’ portfolios are managed in a customized manner based upon each client’s individual risk tolerance and return objectives. The cornerstone of our philosophy is a belief that proper asset allocation is the key to consistent long-term investment success. Asset allocation involves dividing an investment portfolio among different asset class categories such as domestic and foreign stocks, domestic and foreign bonds, alternative asset classes and cash.

We believe that no one can consistently predict future asset class leadership, thus it makes the most sense to be diversified among multiple asset classes. Our four-step approach is as follows:

  • Trustworthy:
    • Solid long track record (established in 1976)
    • All assets held by third party custodians Registered Investment Advisor (RIA) firm with SEC
  • Personalized Service:
    • Focus on serving individual high net worth investors
    • Access to key personnel including portfolio managers
    • Team-based approach to client service Work closely with other members of client’s financial team (CPA, Atty., etc.)
  • Proven Investment Philosophy:
    • Specialists in equity and fixed income management.
    • Each account is separately managed, segregated and customized according to individual portfolio ground rules.
    • Five distinct asset allocation strategies to choose from ranging from very conservative to quite aggressive.
    • Unlike many firms that adhere to a strict "remain fully invested at all times" philosophy, during periods of significant equity market stress, we will increase our client’s cash allocations to tamper volatility and preserve capital.
    • Portfolios are not fully invested immediately. Positions are phased in over a 6-12 month time frame.

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Founded in 1976, Garrett Nagle & Company is a boutique investment management firm specializing in managing portfolios for high net worth individuals and institutions. Based in Woburn, Massachusetts, our portfolios are separately managed and customized according to each client’s individual risk tolerance and return objectives. The firm is a Registered Investment Advisor with the SEC.

Founded in 1976, Garrett Nagle & Company is a boutique investment management firm specializing in managing portfolios for high net worth individuals and institutions.

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