Brown, Lisle/cummings, Inc.
Brown, Lisle/Cummings, Inc. is an independent investment advisory and financial planning firm headquartered in Providence, Rhode Island. Founded in 1912, it is the oldest independently owned investment firm in Rhode Island, providing unbiased financial planning, investment management, and brokerage services to individuals, families, nonprofits, business owners, and retirees. The firm operates with fewer than 25 employees and serves a regional and intergenerational client base, emphasizing professionalism, continuity, and tailored wealth management solutions.
Investment Strategy
Brown, Lisle/Cummings, Inc. focuses on providing customized investment management by leveraging in-depth research, market experience, and continual portfolio monitoring for advisory accounts. As an independent firm, its investment advice is objective, free from outside corporate incentives, and tailored to each client's changing needs and goals over time. The firm offers both fee-based and brokerage options and provides access to insurance products through agency relationships. Their disciplined, long-term investment philosophy emphasizes close client communication, responsiveness, and the flexibility to adapt portfolios as market conditions and client circumstances evolve.
Top Holdings
Equity Positions (753)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 4.42% | $17.2M | 25,860 | $469.18 | $666.18 | +$1.1M |
M MSFT | MICROSOFT CORP | 3.91% | $15.2M | 29,420 | $353.97 | $517.95 | +$462.6K |
A AAPL | APPLE INC | 3.29% | $12.8M | 50,276 | $181.04 | $254.63 | +$2.4M |
G GOOGL | ALPHABET INC | 3.26% | $12.7M | 52,201 | $142.20 | $243.10 | +$3.5M |
A AMZN | AMAZON COM INC | 2.86% | $11.2M | 50,832 | $169.46 | $219.57 | +$256.0K |