Nichols & Pratt Advisers LLP /ma
Nichols & Pratt Advisers LLP, founded in 1977 and based in Boston, MA, is an independent investment adviser and private trustee partnership. The firm provides wealth management, investment advisory, and trust services to individuals, families, trustees, and select institutions. Nichols & Pratt is known for combining personal service and sustainable investment results in the tradition of Boston private trusteeship, serving primarily high-net-worth clients with a focus on long-term relationships and fiduciary counsel. The firm employs approximately 19 professionals.
Investment Strategy
Nichols & Pratt Advisers LLP implements a long-term, diversified investment approach, tailoring portfolio management and financial advisory services to meet the unique needs of each client. The firm blends fundamental research and sustainable investment principles with personalized oversight, allocating assets primarily to high-quality equities and fixed income securities. Their philosophy emphasizes risk management, capital preservation, and growth through prudent security selection, taking into account each client’s objectives and family legacy considerations.
Top Holdings
Equity Positions (103)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 7.46% | $111.2M | 541,338 | $18.79 | $205.17 | -$8.5M |
A ADP | AUTOMATIC DATA PROCESSING INC | 6.48% | $96.6M | 313,132 | $63.00 | $308.40 | +$540.4K |
M MSFT | MICROSOFT CORP | 6.18% | $92.1M | 185,377 | $49.22 | $497.41 | +$22.6M |
G GOOG | ALPHABET INC CL C | 5.66% | $84.4M | 476,024 | $42.78 | $177.39 | +$10.6M |
M MA | MASTERCARD INC CL A | 5.46% | $81.4M | 144,791 | $100.84 | $561.94 | +$1.8M |