Minot Deblois Advisors LLC
Minot DeBlois Advisors LLC is a Boston-based SEC-registered investment adviser founded in 2009 as a wholly owned subsidiary of Rice, Heard & Bigelow, Inc. The firm provides customized and sophisticated investment management mainly to trustees of trusts, endowments, charities, and high net worth individuals. MDA traces its fiduciary roots back to 1782 and offers highly individualized portfolio management with a disciplined, long-term investment approach focused on risk management and capital preservation. As of 2025, the firm has 4 employees serving its specialized client base.
Investment Strategy
Minot DeBlois Advisors LLC emphasizes a flexible and highly individualized investment approach for each client portfolio, focusing on long-term goals and risk management. The core strategy centers on building portfolios of high-quality individual stocks for growth and fixed income securities for income and safety. The firm stresses the importance of capital preservation, tax efficiency, and prudent portfolio construction, actively managing portfolios to meet each client’s unique objectives, whether in a discretionary or non-discretionary capacity.
Top Holdings
Equity Positions (245)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VCSH | VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS | 8.83% | $9.3M | 117,217 | $78.02 | $79.50 | +$14.7K |
V VGIT | VANGUARD SCOTTSDALE FDS INTER TERM TREAS | 4.99% | $5.3M | 88,054 | $58.00 | $59.81 | -$179.4K |
V VOO | VANGUARD INDEX FUNDS S&P 500 ETF USD | 4.26% | $4.5M | 7,911 | $539.47 | $568.03 | +$519.3K |
I IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 3.87% | $4.1M | 68,088 | $52.22 | $60.03 | +$317.8K |
M MSFT | MICROSOFT CORP | 3.73% | $3.9M | 7,926 | $421.50 | $497.41 | +$827.2K |