SACAJAWEA & COMPANY

Sacajawea & Company, LLP, is a first-class federally registered investment advisory firm located in Weston, Massachusetts. We specialize in discretionary portfolio management for a select number of clients. We also help our clients with estate planning and other financial issues. Our goal is to provide top quality, personalized economic and financial counsel... Sacajawea uses a fundamental long-term investment strategy, investing in what we believe are promising stocks, bonds, equity funds, bond funds, money market funds and federally insured bank accounts. We do not invest in derivatives or leverage our clients' accounts. We seek to create diversified portfolios for our clients using only publicly traded securities. When investing in a company's securities, we collect current and historical quarterly financial data directly from the SEC. We try to collect at least 20 years of historical data for every company we invest in. Using our proprietary approach, we carefully analyze the..

Also known as: Sacajawea, Sacajawea & Co, Sacajawea & Company, LLC

Primary location: Weston United States