Derby and Company, Inc.

Investment ManagementMassachusetts, United States11-50 Employees

For over 25 years, we have been providing straightforward, insightful and personalized investment management and retirement planning to guide individuals and families in protecting and growing their wealth. As an independent business, Derby & Company brings together performance and partnership in managing assets and legacies through the generations. We take a measured, thoughtful approach to securing financial independence, building wealth and trust for the long-term.

YOUR LONG-TERM INDEPENDENCE, OUR INDEPENDENT APPROACH

INDEPENDENT & OBJECTIVE
Our approach is simple and direct. We make your goals our goals. As an independent investment advisor, we have the ability, and the freedom, to make decisions based on your best interests. We are objective in our planning and investing, transparent in our operations, and fee-based. We are not product-driven. Instead, we have the flexibility to choose from a wide breadth of investment options, allowing us to capture opportunities while minimizing risk.

STRAIGHTFORWARD & REALISTIC
Confident investing begins with clarity of direction. We therefore follow a direct approach, from assessment through planning and execution. To help reduce complexity and increase understanding, we translate your financial realities into uncomplicated and achievable plans. We also explain market trends, discuss risks and rewards, and review goals and progress to ensure clear, ongoing communication.

INTEGRATED & CONNECTED
Often financial goals go beyond traditional investment management to real estate, private placement or other opportunities. We work collaboratively with a broad network of hand-picked professionals to help ensure your plans are well-integrated to meet your needs.

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