• Home
  • Contact Us
  • Directions
  • Site Map
  • Client Access
Middleton & Company, Inc.
  • About Us
    • Our Mission
    • The Power of Ownership
    • Why Middleton & Company?
      • Integrity
      • Insight
      • Substance
      • Attention
      • Teamwork
      • Growth
    • Investing In Others
  • Client Services
    • Listening
    • Getting Started
    • Building a Relationship
    • Case Studies
  • Investment Approach
    • Asset Allocation
    • Investment Strategies
    • Equity Investment Process
    • Fixed Income Investment Process
    • Alternative Assets
  • Our Team
  • Publications
  • Form CRS
  • Menu Menu

About Middleton & Company, Inc.

At Middleton & Company, we have built a firm that truly reflects our values, priorities, and character.  Our passion for taking care of clients motivates us every day in our pursuit of investment excellence and our dedication to providing personalized service.

Contact Us

Our Mission

A passion for the markets, dedication to our clients, and the belief that wise investing can make a difference in people’s lives led to the formation of Middleton & Company …

Read More

The Power of Ownership

In the investment management business, true owners are becoming scarce. Massive industry consolidation has resulted in a dwindling number of investment firms where …

Read More

Why Middleton & Company?

Clients often come to us without a clear understanding of their priorities and financial potential. We can simplify your financial life, even …

Read More
  • Our Mission
  • The Power of Ownership
  • Why Middleton & Company?
    • Integrity
    • Insight
    • Substance
    • Attention
    • Teamwork
    • Growth
  • Investing In Others

Our Team

Managing Directors
John K. Sargent, Jr., CFA
Alice K. Walsh, CFP
Maria McCormack, CFA
Robert Bruch, Jr., CFA

Our Team Profiles

Middleton & Company, Inc.

600 Atlantic Avenue, 18th Floor
Boston, Massachusetts 02210-2211
Phone: 617-357-5101
Toll-free: 800-357-5101
Fax: 617-357-7199
info@middletonco.com
Copyright © 2026 - Middleton & Company, Inc. | Website by Cold Spring
  • Disclosures
  • Privacy Policy
  • Form CRS
Scroll to top Scroll to top Scroll to top