Developing and managing growth-oriented investment strategies to help our clients build and preserve wealth is fundamental to our mission at Loring, Wolcott & Coolidge.
The close client relationships we forge enable trustees to develop investment strategies that align with each client's personal goals—both for themselves and for future generations. We encourage client involvement in the investment process, keeping them informed and engaged through regular communication.
Trustees take a collaborative approach to investment management, drawing on their collective experience through regular investment meetings.
Another distinguishing characteristic of Loring, Wolcott & Coolidge is our practice in Socially Responsible Investing, aligning client portfolios with social and environmental values.