Advisory group providing customized financial asset management for high net worth individuals, foundations, endowments, and companies.
BOSTON, September 2009 – JP Marvel Wealth Management, Inc., an independent investment firm, announced its recent feature page in Forbes magazine.
The feature article introduces the two-year old firm, and it provides an in-depth look at J.P. Marvel’s unique “partner” philosophy:
“Our philosophy is simple yet effective: When you become a J.P. Marvel client, our interests are totally aligned and we become true partners,” explains Joe Patton, CEO and President of J.P. Marvel.
The article goes on to explain the firm’s approach to stock research and its general investment style. The key to the firm’s investing success is its adherence to an ideology of “applied experience”, which Mr. Patton explains is “experience… combined with a disciplined process of screening, evaluation and execution.”