Minot DeBlois Advisors LLC is a Boston-based investment advisory firm that was established in 2009 as a subsidiary of Rice, Heard Bigelow. With a rich history dating back to 1782, the firm offers dedicated investment services to both trust and non-trust assets, as well as individuals and organizations seeking fiduciary investment management. Their approach is characterized by thoughtful analysis, prudent management, and a focus on meeting long-term investment goals.
MDA maintains a flexible and highly individualized investment approach, carefully considering each client's objectives when constructing portfolios. Their core investments consist of high-quality individual stocks for growth and fixed income securities for income and safety. With a strong emphasis on risk management and capital preservation, all portfolios are actively and individually managed, offering both discretionary and non-discretionary options to clients.
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