Beaton Management Co. Inc.
Beaton Management Co Inc is an independent registered investment advisory firm based in Haverhill, Massachusetts, founded in 1984. The firm oversees approximately $394 million in assets under management (AUM) as of March 2025, serving 145–147 clients, including individuals, high net worth investors, and charitable organizations. With a team of 2 employees—both investment professionals—it offers customized portfolio management, wealth planning, and investment advisory services. Beaton Management Co Inc focuses on helping clients achieve long-term financial stability and personal financial goals through tailored advice and active portfolio oversight.
Investment Strategy
Beaton Management Co Inc provides personalized portfolio management services primarily for individual clients (including high net worth individuals) and charitable organizations. The firm designs diversified investment strategies tailored to the client’s risk tolerance and financial objectives, aiming for wealth preservation and long-term growth. Their approach incorporates asset-based fee structures, discretionary and non-discretionary portfolio management, and comprehensive advisory solutions for trusts, estates, and pension or profit-sharing plans. The focus is on achieving stability, risk management, and growth through carefully considered allocation across sectors and securities.
Top Holdings
Equity Positions (135)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORP | 4.69% | $9.6M | 60,785 | $11.52 | $157.99 | +$2.8M |
M MSFT | MICROSOFT CORP | 4.02% | $8.2M | 16,539 | $111.43 | $497.41 | +$1.6M |
M META | META PLATFORMS INC CL A | 3.33% | $6.8M | 9,247 | $156.93 | $738.09 | +$1.5M |
J JPM | JPMORGAN CHASE & CO | 3.11% | $6.4M | 21,967 | $127.26 | $289.91 | +$979.0K |
A AAPL | APPLE INC | 3.06% | $6.3M | 30,527 | $63.23 | $205.17 | -$568.0K |