Investment options beyond traditional domestic stocks and bonds play an important role in Middleton & Company’s investment strategy. Depending upon the specific situation, some of the following assets may be an appropriate addition to client portfolios:
In specific client situations, it may be appropriate to consider longer duration, less liquid investment opportunities, such as private equity, to provide additional long-term return potential.
Middleton Company, Inc.
600 Atlantic Avenue, 18th Floor
Federal Reserve Bank Building
Boston, Massachusetts 02210-2211