Asset Management

Pursuing investment growth collaboratively

At Loring, Wolcott & Coolidge we take a rigorous “bottom-up” approach to investing our clients’ assets. In selecting investments, we analyze the details to identify companies with strong fundamentals and solid, long-term growth potential.

LWC Trustees take a collaborative approach to investment management, drawing on their collective experience through regular investment meetings. All investment decisions are based on a clear understanding of each client’s goals, priorities and risk tolerance, as well as their tax position and income requirements.

For clients interested in Socially Responsible Investing, the Sustainability Group at LWC offers industry-leading expertise in aligning investments with client values.