EXCALIBUR MANAGEMENT

Excalibur is a multi-generational Registered Investment Advisor that has been providing investment and wealth counsel continuously since 1979. As a privately-owned firm, we have been able to achieve long-term continuity, stability, and objectivity for our clients... We have built trusted relationships with many clients that have lasted for decades, and we are currently working with multiple families into their 3rd generations. Our national client base includes wealthy families, endowments, and foundations... Excalibur's mission is to protect each client's financial security while growing wealth through risk appropriate investment strategies. We take the time to get to know each client in order to provide the customized solutions that will help you achieve your unique goals while preserving and growing your wealth. Our culture is one of integrity and thoughtful attention to detail, and we pride ourselves on delivering unbiased and deeply researched advice to maximize your confidence,..

Also known as: Excalibur Management Corp.

Primary location: Waltham United States