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Long Wharf Investors provides investment advice and portfolio management to individuals, families and trusts, non-profits and foundations, and pension and profit sharing plans for a fee based on assets under management. The minimum portfolio size we manage is two hundred fifty thousand dollars.

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Long Wharf Investors is registered with the SEC as an investment advisor in accordance with the Investment Advisors Act of 1940. The information presented herein is for informational purposes only and does not constitute a solicitation or an offer to sell securities or investment advisory services. The material contained herein is not indicative of future performance or success.

To obtain a copy of Long Wharf Investors ADV Disclosure, please contact 617-338-9393.

Copyright © 2008 Long Wharf Investors. All rights reserved.