Home > Legal

Legal

Long Wharf Investors, Inc. is a Massachusetts corporation owned by the firm's principals and registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. Organized in 1995, Long Wharf provides investment advice and portfolio management to individuals, families and trusts, non-profits and foundations, and pension and profit sharing plans for a fee based on assets under management. The minimum portfolio size we manage is two hundred and fifty thousand dollars. The firm practices a global multi-cap style of investing and uses quantitative methods extensively in its securities selection process. It does not retain custody of securities, has no affiliation with broker/dealers or other financial service providers, and offers independent investment advice and portfolio management tailored to the needs and objectives of each client.

The information presented herein is for informational purposes only and does not constitute a solicitation or an offer to sell securities or investment advisory services. The material contained herein is not indicative of future performance or success.

To obtain a copy of Long Wharf Investors’ ADV Disclosure, please contact us at 617-338-9393, or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it