Mcintyre Freedman & FLYNN Investment Advisers Inc.
McIntyre, Freedman & Flynn Investment Advisers, Inc. is an independent Registered Investment Adviser headquartered in Orleans, Massachusetts. Founded in 1986, the firm is managed by Tom McIntyre, CFA, who has led portfolio management since 1991. The firm provides professional, personal client services with a focus on direct, one-on-one communication. Client portfolios are internationally diversified, and the firm serves individuals and institutions seeking tailored investment advisory services.
Investment Strategy
The firm employs a fundamental, research-driven approach to investing. All research is conducted internally, rather than relying on media trends. Investment decisions are based on company fundamentals, valuation, and price point. Portfolios are internationally diversified across established equity markets and multiple industries, such as utilities, pharmaceuticals, construction, consumer products, financials, telecommunications, and chemicals. Once accounts are fully invested, turnover is minimal, reducing transaction costs and taxable gains. There is no model portfolio, as investments are tailored to each client.
Top Holdings
Equity Positions (67)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 10.94% | $15.5M | 31,183 | $239.82 | $497.41 | +$3.8M |
B BX | BLACKSTONE INC | 6.30% | $8.9M | 59,699 | $74.41 | $149.58 | +$585.4K |
M MPC | MARATHON PETE CORP | 5.99% | $8.5M | 51,103 | $116.63 | $166.11 | +$1.1M |
A AMAT | APPLIED MATLS INC | 5.30% | $7.5M | 41,067 | $97.71 | $183.07 | +$1.6M |
R RTX | RTX CORP | 3.78% | $5.4M | 36,653 | $100.42 | $146.02 | +$494.4K |