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Investment Management

Our goal is to preserve and grow our clients’ wealth through sound investment management philosophy and best practices. We are committed to a long-term investment approach using a diversified portfolio of holdings that spans asset classes and industry sectors, coupled with sophisticated estate and tax planning.

Our Investment Approach

As a client, you have direct access to your wealth advisor, an experienced professional dedicated to knowing you and your family as well as your financial goals and individual aspirations. Accordingly, we tailor an asset allocation and investment strategy to meet each client's unique requirements, including risk tolerance, investment objectives and financial needs. 

Our investment management process, which combines discipline, critical analysis and common sense, is designed to identify investments that will outperform over the long term.

Core Equity Holdings

Equity portfolios are intended to preserve and enhance client wealth. We invest directly in common stocks issued by high-quality companies with growing earnings, broad exposure to global markets, reliable dividend growth and strong balance sheets. 

Fixed Income

We view a bond portfolio as a source of liquidity, a dependable source of income and a hedge against economic downturns that negatively affect equity investments. We avoid credit risk and are typically in US Treasury and other federal government obligations. When circumstances warrant, we sometimes include high-quality municipal and corporate bonds.

Alternative Investments

Beyond stocks and bonds, and where it is warranted, we expand the range of portfolio investments to include other asset classes, including venture capital, commercial real estate, private equity, commodities and hedge funds. Alternative assets provide diversification and, in the case of private equity, have longer investment horizons and a potential for higher returns. 

Outside Investment Advisors

Hemenway Trust Company partners with outside investment advisors and researchers who are experts in their respective asset classes. They share their perspective, research and insight which, in turn, helps inform Hemenway Trust Company’s investment decisions. This third-party perspective serves to validate, clarify and refine our investment approach and ensure the best results for our clients. We are free to make independent judgments, unclouded by conflict because we do not offer proprietary investment vehicles.

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