Long Wharf Investors
12 Post Office Square
Boston, MA 02109
Our Firm
Organized in 1995, Long Wharf provides investment advice and portfolio management to individuals, families and trusts, non-profits and foundations, and pension and profit sharing plans for a fee based on assets under management. Our firm practices a global multi cap style of investing and we use quantitative methods extensively in our securities selection process.
Our firm does not retain custody of securities and we have no affiliation with broker/dealers or other financial service providers. Our firm offers independent investment advice and portfolio management tailored to the objectives and needs of each client.
Our Investment Services
From the beginning of a new client relationship, we work closely with each client to determine his or her specific investment objectives and goals. We assist our clients in formulating goals and design a framework for analyzing their individual risk tolerance and return objectives. We develop an investment program consistent with these needs and we provide regular assessments of each client’s portfolio performance.
- Define Client Needs and Objectives
In the initial meetings with a client, we focus on needs analysis and develop a plan for meeting the client's investment objectives within prescribed risk tolerances. As investment advisors, our firm is responsible for making investment decisions that meet the goals established by each client.
- Construct Portfolios and Monitor Performance
We build portfolios for each client using the guidelines established in our initial meetings. Selecting from a buy list of securities while carefully using diversification, we build the initial portfolio in stages suitable to the goals and risk tolerance of each client. Each portfolio is individually managed and is reviewed continuously for quality and performance.
Our Philosophy
Our investment advice is tailored to the unique needs of each client. The cornerstone of our philosophy is careful diversification and attention to investment planning for the long term.
Our strengths are in our professional experience, management flexibility, analytic independence, and utilization of disciplined methods for selecting securities and optimizing portfolios.
Our Process
We combine securities analysis with research to maximize the performance of each client's portfolio. Beginning with a broad range of companies, we use computer models to identify quality investment opportunities with strong growth prospects. We then follow up with fundamental research.
Diversified High Quality Universe of Equities
We use financial databases, quality screens, proprietary quantitative models and secondary research materials for our analytical work. These components are integrated in a process to identify potential securities in a world of over 8,000 companies.
We believe a diversified portfolio built through disciplined stock selection and tilted toward growth sectors will maximize long-term returns.
Socially Responsible Investing
We offer social investing services for those clients wishing to achieve their financial objectives using social concern criteria.
- Our investment process for this service includes further screening of qualifying equities following various social rating criteria. Equities are selected from a database of over 1,000 companies that are analyzed on over 60 social benchmarks in 10 major issue areas.
- Social investing incorporates the investor's ethical values in the investment decision-making process. It is appropriate for clients wishing to affect corporate policies on environmental, employment and product issues including corporate governance.
We use our standard quantitative modeling process in conjunction with social screens to select stocks with above average return potential.
Our Experienced Leadership Team
David Bush-Brown - Principal
A resident of Boston, Massachusetts, David's business pursuits have focused on the creation and delivery of financial products and services for institutions and individuals. He previously co-founded another financial services company and has extensive commercial banking, private banking and investment experience.
David headed Trust and Private Banking in Boston and held other senior management positions at Fleet Bank/Bank of New England. Earlier, he opened the Private Banking and Investments office for Citicorp in Boston.
David received a BA in Economics and an MBA in Finance from Boston University. He is a member of both the CFA Institute and Boston Security Analysts Society.
John F. Keller - Principal
A resident of Cambridge, Massachusetts, John began his career in investments after many years in academia. In 1992 he established his own investment advisory business which was succeeded by Long Wharf Investors in 1995. He is a member of both the CFA Institute and the Boston Security Analysts Society.
John received his BA from Stanford University, Ph.D. from the University of Michigan and MBA from the University of Massachusetts.
Roderick Macdonald - Principal
Rod has been a successful business and commercial real estate lawyer in Boston for over twenty years. He has also provided financial, investment, asset management and risk management advice to a variety of businesses. In 2004, Rod determined to shift the focus of his practice to investment management and financial planning leading to his joining Long Wharf at the beginning of 2005.
Rod received a BA in International Relations from Brown University and a JD from Indiana University School of Law at Indianapolis.
He is currently a candidate in the Certified Financial Planning Program. Rod has served over the past decade as Chairman of a number of Committees guiding the comprehensive planning processes for the City of Boston’s Waterfront and has served on Boards and Advisory Committees for various nonprofit organizations in Massachusetts.
Please be aware that Long Wharf Investors has a portfolio minimum of $500,000 to accept inquiries through this directory.
