Financial Advisor Consulting Couple

Each individual has distinct financial needs. They also have goals that are unique. At Cabot Lodge Securities, LLC, our clients benefit from a well conceived investment strategy to better plan their financial future. With this in mind, Cabot Lodge is committed to providing a diverse array of investment products and services that address our clients' needs and goals.

Our Financial Advisors form long-term relationships with clients. We provide a disciplined and designed investment approach that considers specific needs and goals and accounts for evolving market conditions.

Cabot Lodge is a financial services firm uniquely positioned to offer clients a combination of traditional investment offerings and boutique style alternative investment solutions. We offer a broad spectrum of investment products and services via our comprehensive open architecture product platform, including equities, fixed income, mutual funds, ETFs, variable annuities, REITs, and through our affiliates, separately managed accounts, life, health and disability insurance, mortgages, and wealth management services.

Cabot Lodge specializes in alternative investments when they are suitable for their client's investments needs. These may include real estate investment trusts, hedge funds, private equity, green technology, oil and gas programs, equipment leasing programs, and unique private placement offerings for accredited investors.

We strive to serve our clients' best interests every day, whether it's in setting up a college fund with parents or consulting with a senior executive on a multi-million dollar corporate acquisition.

Our core belief, upon which all of our business is conducted is a constant: we put our clients' interests first.

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