Unique Advantages

The Loring, Wolcott & Coolidge Office offers a combination of advantages that benefit our clients.

Continuity

Trustees at Loring, Wolcott & Coolidge make a career commitment to the firm, ensuring familiarity with their clients' needs. This distinguishes us from institutional organizations, where change is commonplace, disrupting client relationships. This continuity extends to our support professionals, who also build close relationships with clients.

Resources

Our firm has both breadth and depth of expertise. The office includes experienced professionals with backgrounds in investment analysis and management, estate planning and law, accounting, and tax preparation. This expertise complements our trustees' knowledge and experience, enabling us to provide clients with effective solutions to meet diverse challenges.

Independence

Trustees at Loring, Wolcott & Coolidge are independent advisors, working only for their clients. This assures clients of objective guidance, based on a clear understanding of their goals.

Service

We strive to provide clients with a high degree of attentive service. Our understanding of each client's personal goals and priorities enables us to anticipate their needs and address them proactively.

Innovation

We are continually seeking new strategies and solutions that help our clients achieve their objectives. We employ advanced technology throughout the firm, including the latest tools and techniques for securities analysis. Our firm was an early proponent of Sustainability Investing, placing our clients in the forefront of this emerging investment approach.