Derby and Company, Inc. Email Format

Investment ManagementMassachusetts, United States2-10 Employees

Derby and Company, Inc. is an independent investment management firm based in Newton Center, Massachusetts. For more than 25 years, it has offered personalized investment management and retirement planning aimed at helping individuals and families protect and grow their wealth, with a focus on long-term financial independence and legacy planning. The firm emphasizes an objective, fee-based approach that prioritizes client interests, offering a broad selection of investment options rather than being tied to specific products, and it maintains transparent operations and clear communication throughout the planning process. Its services extend to integrating financial goals with related opportunities, and it collaborates with a network of professionals to ensure plans address a range of needs beyond traditional asset management. A recent development notes that The Colony Group acquired Derby and Company in late 2021, expanding its presence in the Massachusetts market.

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