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
Garrett J. Nagle Jr.
Garrett T. Nagle
Matthew Butler
Bianca DeSimone
Garrett J. Nagle Jr.
Garrett J. Nagle Jr. is Chairman and founder of Garrett Nagle & Co., Inc. He chairs the Investment Committee and Research Department. He interfaces directly with senior management 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. Garrett founded the firm in 1976. Boston College, Babson College
Garrett T. Nagle
Garrett T. Nagle is President, Chief Compliance Officer, and a member of the firm’s Investment Committee. He implements the firm’s investment strategy. Primary responsibilities include a focus on portfolio management, asset allocation and all equity and fixed income transactions for client and proprietary accounts. He maintains the firm’s performance reporting along with Matt Butler. He is responsible for the firm’s Supervisory Procedures and FINRA and SEC correspondence. He has been with the firm since 1990. Bentley University
Matthew Butler
Matt Butler joined the firm in 2021 and is responsible for the firm’s financials as well as compliance functions tied to the financials. Matt is responsible for preparing and filing FINRA reports, helping to maintain the firm’s portfolio performance reporting and handles client packages for quarterly and annual reports. Matt also handles client calls and client paperwork and works closely with the company’s clearing firm. Matt has 20 years’ experience in financial, accounting and business operations. University of Massachusetts Amherst
Bianca DeSimone
Bianca DeSimone is the firm’s Client Service Representative. She deals extensively with firm clients. Bianca is the firm’s primary liaison with our clearing firm and handles client packages for quarterly and annual reports. Bianca will soon be responsible for processing all phases of new account transfers, from initial paperwork through to verification of receipt of all client assets. Bianca has a background in customer service, HR administration and data entry.
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.