1620 Investment Advisors

Your Long-Term Financial Partner

1620 Investment Advisors, Inc. is an independent investment firm based in Plymouth, Massachusetts, providing personalized investment management and financial planning services to individuals, business owners, and financial services firms. With over $172 million in assets under management, we have a proven track record of helping clients achieve their financial goals.

Our Philosophy and Strategy

Our investment philosophy is centered around providing clients with customized portfolios tailored to their individual needs and goals. We utilize a disciplined approach to risk management and rely on a combination of quantitative and fundamental analysis to generate alpha for our clients.

Our investment strategy includes:

• Independent: We operate as an independent firm, free from the conflicts of large institutions.
• Focused: We are investment advisors, not product salespeople.
• Experienced: Our team has an average of over 20 years of investment experience.
• Disciplined: We utilize robust risk-management tools to limit potential losses.
• Fee-Based: Our compensation is transparent and based on the value of your assets under management.

Our Services

1620 Investment Advisors offers a comprehensive range of services, including:

Individuals

• Comprehensive financial planning and investment management
• Portfolio analysis and review
• Retirement planning and analysis
• Estate planning and philanthropy

Business Owners

• Succession planning
• Business valuation and financial planning
• Retirement plans for employees
• Employee stock option plans

Sub-Advisory Relationships

• Outsource your investment management to experienced professionals
• Access to our team of experts

Research Services

• Access to independent research reports and market insights
• Custom data analysis to help you make informed investment decisions

Why Choose 1620 Investment Advisors?

• Client-Centered: We prioritize personalized service and close communication with our clients.
• Transparency: We believe in open communication and clear fee disclosure.
• Experience and Expertise: Our team of experienced professionals has a proven track record of success.
• Independent and Fee-Based: We are not beholden to any one product or service, and our fees are competitive and transparent.