Investment Management

Your assets are precious: they reflect years of hard work, dedication, and sacrifice.

We understand your desire to both protect and grow those assets. We strive to meet your goals with as much dedication as you had in accumulating them. No matter what account you entrust us to manage, we will customize a unique investment strategy to address your objectives for the account. Be your objective preservation of capital, moderate or aggressive growth, income generation, or a combination of the three – J.P. Marvel has an investment solution for you.

We follow a disciplined process to implement this solution:

  • We select investments according to our investment process.
  • We review your current holdings on a daily, weekly, and quarterly basis.
  • We monitor your asset allocation and make adjustments when appropriate.
  • We regularly contact you to ensure that your needs and concerns are fully addressed.