Research Services

1620 Investment Advisors can work with clients on a research-only basis, providing security analysis and recommendation. This non-discretionary service can augment in-house research capabilities, assist Trust officers charged with monitoring existing security portfolios, or guide those responsible for overseeing donations of individual securities for charitable purposes.

 

Please contact us directly to learn how we can customize our research services to meet your organization's needs.

36 Cordage Park Circle, Suite 217 | Plymouth, MA 02360      info@1620ia.com  |   508-830-4778

© 2018 by 1620 Investment Advisors, Inc.