Developing a complete understanding of a client’s needs requires the knowledge and insight to ask the right questions… What are your goals for this portfolio? How does this portfolio factor into your other financial assets? How much risk are you comfortable taking? Will there be substantial additions or withdrawals?
At Middleton & Company, we take the time to truly understand our clients’ goals and objectives, in order to create an optimal investment strategy that works to achieve those goals.
Middleton Company, Inc.
600 Atlantic Avenue, 18th Floor
Federal Reserve Bank Building
Boston, Massachusetts 02210-2211