In-depth investment knowledge.
“There is no substitute for careful and independent research in the complex task of investing.”
Welch & Forbes has a long tradition of excellence in serving our clients. The value we bring to each relationship extends well beyond our investment expertise. The following case studies exemplify how we differentiate ourselves as stewards of our client’s financial and personal affairs. Our professionals, whether they are portfolio managers, tax managers or estate settlement managers, consistently aim to make a difference in their client’s lives. These stories are evidence of that guiding principle.