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.
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.
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.
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
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.
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: