About Cabot Money Management:
A Reputable Name Among Investment Management Firms
Looking Back
Robert Lutts, president and chief investment officer of Cabot Money Management, is the son of Carlton Lutts, the founder and editor of the Cabot Market Letter, a flagship publication launched in 1970 for all investors seeking portfolio growth.
From spending much of his time traveling with his father to various companies, Rob learned many key principles from his father. After continual requests for the kind of services performed by personal investment management firms, he utilized his knowledge to establish Cabot Money Management, Inc. in Salem, Massachusetts.
His goal was to create a reputable investment management firm dedicated to helping the serious, long-term investor with the challenging task of managing their investment portfolios. His aim was to do so by providing unbiased, independent professional investment management firm services
Looking Forward
Since that time, Cabot Money Management has evolved from a regional investment management firm in Massachusetts into a national wealth management and investment firm that now manages assets for high-net-worth, corporate, and non-profit clients throughout the United States. And we still operate on most of the same basic principles:
- A “Client-Centric” Approach. Simply put, our clients come first. We only make investment management decisions that we believe will add significant value for our clients. As a relatively small and focused investment management firm, we give you the close personal attention you deserve.
- Independent, Unbiased Advice. Devoid of the conflicts inherent in a commission-based relationship, we do not accept commission for any investment management firm services or other products we recommend to our clients. As a fee-only investment advisor, we are able to provide advice based on our clients’ needs, not a grouping of proprietary products.
- A Global Investment Strategy. One of the key principles Rob has learned throughout his investment career is to be on the lookout for new industries and important trends in our world. Therefore, we attempt to combine the traditions and values of a privately-owned business with advanced thinking on global and economic developments. We look to invest in global opportunities, and Rob travels to emerging markets like China and India to conduct bottom-up research. This global strategy benefits Cabot’s clients and sets us apart from other investment management firms.
An Investment Management Firm with a Multiple-Asset-Class Model
As a sophisticated investment manager, Cabot Money Management utilizes a multiple-asset-class model to construct unique portfolios of global equities and fixed-income investments along with alternative asset classes. By allowing clients to have the option of integrating these portfolios with our financial, tax, and estate planning advice, we are able to offer our clients a broad array of professional wealth and investment management firm services.
The Cabot Money Management Team
Clients who work with us have access to a team of experience investment, financial planning and tax planning professionals. Drawing on their estate planning, tax planning and preparation and financial planning skill set allows the firm’s professionals to create a strategy that has not only breadth and depth but, most importantly, fits within the context of your own situation. This coordination of skills is particularly attractive to executives and busy families who value the time benefit that stems from having one firm provide a comprehensive suite of services. We feel that our wealth and investment management firm is particularly skilled in helping clients simplify their financial situation. Learn More About What Makes Us Highly Respected Among Investment Management FirmsCabot Money Management is here to help you understand how to accomplish your goals by investing wisely. Contact us to request more information about our wealth and investment management services today.
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