Nobscot Investment is a Wellesley-based investment advisory firm that offers customized services for individuals, trusts, and charitable organizations. With a research-driven approach and a focus on long-term investment, they aim to achieve a balance between stability, income, and growth potential through diversified portfolio management.
Founded by Catherine Smith, a former partner of Wellington Management Company, Nobscot Investment brings extensive experience in managing portfolios for mutual funds, pension funds, endowments, and individuals. Their transparent and understandable investment process allows clients to have direct access to their portfolio manager, ensuring a personalized approach that reflects client objectives, risk tolerance, time horizon, and investor preferences.
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