Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP is a multi-family office and investment adviser headquartered in Boston, Massachusetts. Founded in 1994, the firm provides investment management, fiduciary advisory, family office services, and financial planning for high-net-worth individuals, families, trusts, foundations, pension plans, and institutional clients. The firm employs experienced advisors, including CFAs, and is owned by several partners with deep expertise in trust and investment management. It specializes in socially responsible investing and personalized solutions for multi-generational wealth.
Investment Strategy
Loring, Wolcott & Coolidge follows a long-term investment philosophy focused on buying and holding high-quality growth stocks, placing an emphasis on low turnover to maximize after-tax returns. Portfolios are tailored to individual client needs and may include publicly traded equities, government bonds, mutual funds, cash, and other investments. The firm also leverages independent sub-advisors and internal research analysts for investment selection, with a commitment to acting as fiduciaries and upholding a code of ethics that prioritizes client interests.
Top Holdings
Equity Positions (516)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 8.28% | $936.6M | 1,882,972 | $64.71 | $497.41 | +$222.5M |
M MA | MASTERCARD INC | 6.99% | $790.4M | 1,406,595 | $60.04 | $561.94 | +$23.3M |
I INTU | INTUIT | 6.43% | $727.5M | 923,694 | $73.48 | $787.63 | +$170.5M |
G GOOGL | ALPHABET INC | 4.75% | $537.4M | 3,049,441 | $51.09 | $176.23 | +$61.6M |
A AMZN | AMAZON.COM | 4.29% | $485.9M | 2,214,778 | $103.96 | $219.39 | +$88.5M |