Defining your personal financial objectives

You may realize that your portfolio could better serve your current lifestyle and long-term investment goals, but you may not be sure where to begin.

Andover Equity Associates believes your needs and your personal level of risk tolerance should drive the strategic direction of your investments. Together we will develop a full understanding of your financial objectives, help you define specific goals, and structure a plan to enable you to achieve the investment success your financial objectives require.

Andover Equity Associates is an investment-counseling firm. We provide continuous, strategic investment advice to individuals and institutions. Personal service and discipline are the cornerstones of our business. Each client’s portfolio is individually crafted and all portfolios carry the ancillary objective of preservation of capital.