The Cabot Difference
Cabot Money Management, Inc. was founded nearly 30 years ago in an attempt to provide the serious long-term investor with unbiased, independent professional investment advice.
Driven by investors’ unique needs, coupled with their demand for customized long-term investment solutions, it has been our goal to answer this call and merge sophistication with personalization. Since that time, Cabot has evolved from a regional investment management firm to a national wealth management firm.
Global Investment Advice
Regular appearances on international media outlets, such as CNBC and Bloomberg Television, along with numerous consultations from publications like The New York Times, Wall Street Journal, and Dow Jones’ MarketWatch have provided a platform for Cabot to share its views on the global equity and fixed-income markets.
Robert Lutts, founder and chief investment officer of Cabot, has reported on his trips to China and India, as well as his own research in the area of emerging markets, gold and commodities, and of course, the economy as a whole.
A Fee-Only Investment Manager
Personalizing these themes for clients and attempting to translate them from news to value is only one aspect that we feel makes Cabot unique. Of course, investing does not occur in a vacuum, which is why Cabot’s client-first approach is so important.
As a fee-only investment manager, Cabot offers to work with clients to develop a multi-year financial strategy. Devoid of the conflicts inherent in a commission-based relationship, Cabot is able to provide investment advice based on our clients’ needs, not a grouping of products.
Below are guiding principles that are the basic building blocks of the Cabot Difference:
A “Client-Centric” Approach
As a relatively small and focused wealth management firm, we give you close personal attention. Every Cabot client has direct access to a team of investment professionals, including a personal financial counselor, who is familiar with your needs and aspirations.
Independent, Unbiased Investment Advice
Our goal is to provide you with objective investment advice that fits your needs. As a fee-only financial advisor, our fees are based on portfolio size, not on portfolio changes. An objective, rational approach is especially important during difficult market periods.
Disciplined Investment Philosophy
The biggest pitfall for investors is the lack of a focused investment strategy. We have learned over many years that attempting to exercise discipline in stock selection, portfolio weightings, and portfolio allocation are keys factors in managing portfolios.
Complete Selection of Investment Portfolios
Many investment management firms focus on either fixed-income, balanced or aggressive portfolios. However, a diversified investment plan will require several investment objectives. Cabot offers a broad spectrum of portfolios ranging from income generation to very aggressive capital growth.
Customized Investment Portfolios
We attempt to help each client build and maintain an appropriate mix of investment vehicles.