Our Investment Philosophy
At Cabot Money Management, Inc., our investment management process is grounded in the belief that investing for the long term shouldn't be based on tips or hunches. Instead, our investment advisors base their strategies on quantifiable research and analysis combined with careful consideration of risk-reward factors and strong fundamentals.
Our goal is to utilize a disciplined approach to investing to try and keep us from being taken in by the euphoria of a market at its peak or the fear that can be crippling at its bottom. As tactical investment advisors, we also try and reduce our clients’ exposure to the market during times of extended weakness. We are willing to trim positions, raise cash levels and use our loss guidelines to try and help protect principal and limit your risk.
We are of the firm conviction that the key to long-term investment success lies in managing risk at every possible level of your portfolio through the consistent and disciplined application of an investment philosophy. Your interests and goals always come first. Our financial counselors work with clients to determine the appropriate asset allocation and investment strategy specific to their needs.
In Need of Investment Advice?
If you have questions for our financial advisors, Cabot Money Management is here to help. Fill out our form to receive your complimentary portfolio review.
Cabot Money Management, Inc. recommends that individuals consult with their financial advisor, attorney, accountant, or other professional to determine their own particular situation. Cabot Money Management, Inc. provides fee-based Investment Management, Retirement Planning, Asset Allocation, Tax Strategies, and Estate Planning. By actively coordinating all of the financial aspects of your life, Cabot can give you the confidence and peace of mind that your financial affairs have been optimized to reduce risk and taxes while maximizing investment performance and wealth transfer.