About Us

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.

Key Personnel

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Garrett J. Nagle Jr.

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Garrett T. Nagle

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Dora Strout

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Elaine P. Lombardo

Garrett J. Nagle Jr.

Garrett J. Nagle Jr. is President and founder of Garrett Nagle & Co., Inc. He chairs the Investment Committee and Research Department. He interfaces directly with senior managements of selected portfolio companies as part of the overall decision-making process. Prior to the firm’s inception, he was a partner in two NYSE member firms specializing in portfolio research to institutional investors. Boston College, Babson College.

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Garrett T. Nagle

Garrett T. Nagle is the Financial and Operations Principal, Chief Compliance Officer and a member of the firm’s Investment Committee. He is active in the research process and implements the firm’s investment strategy. Primary responsibilities include a focus on portfolio management, with particular emphasis in the area of asset allocation. Garrett also manages GN & Co.’s Trading Department, handling all equity and fixed income transactions. He has been with the firm since 1990. Bentley University.

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Dora Strout

Dora Strout is a new member to Garrett Nagle & Co., Inc. She is responsible for the firm’s financials as well as compliance functions tied to the financials. Dora has over 15 years experience in financial, accounting and business operations. Merrimack College

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Elaine P. Lombardo

Elaine P. Lombardo is the firm’s Client Service Representative. She deals extensively with firm clients as well as pension administrators. Elaine is the firm’s primary liaison with our clearing firm, handling all phases of new account transfers from initial paperwork through to verification of receipt of all client assets. Elaine has been with Garrett Nagle & Co., Inc. for eleven years. Bay State Jr. College.

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Our Philosophy

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:

  • Based upon a determination of your risk and return parameters, one of our five distinct asset allocation strategies is chosen.
  • The portfolio is constructed based upon the client’s individual wants and needs. Unlike most firms, portfolio construction does not take place “overnight.” Individual positions are phased in over a 6-12 month time frame.
  • The portfolio is continually monitored and the asset class weightings are rebalanced in order to maintain adherence to the asset allocation strategy.
  • Regular communication with the client via face-to-face meetings.

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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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