Private Client Group - Detwiler Fenton & Co.

Private Client Group: The Better Alternative Since 1962

If you are an investor looking for a more conservative and thoughtful alternative to the Wall Street factory, then you’ve come to the right place. Consider the following:

Our Firm has no investment banking products that could detract from the objectivity of our advice. Your advisor is free from the constraints of large marketing bureaucracies and therefore offers only the advice most suitable to your needs.

The advisors invited to join our firm include well-educated, independent thinkers with decades of investment experience and proven skills. They know how to offer unbiased, objective advice that is best suited for you because they’ve been successfully doing just that for years in every market environment.

We provide trusted advice. This kind of trust develops from a one-on-one personal relationship—not the prepackaged, impersonal, institutionalized approach of large wire houses.

We provide state-of-the-art technology and service. Not only do our advisors meet today’s daunting investment challenges with independence and objectivity that is rare on Wall Street, but also they have at their disposal some of the best financial tools and resources found anywhere. We offer an award-winning, client-centric, state-of-the-art platform through our relationship with Fidelity Investments. We have all the computer resources and investment alternatives offered by the nation’s largest fund manager.

Find out how you can benefit by contacting us.

Our advisors offer the following products and services.

Asset Management Solutions
Fundamental Research
Technical Research
Brokerage Services
Mutual Funds
Private Money Management
Wrap-fee Accounts
Educational Funding--529 Plans

Retirement Solutions
IRAs
SEP-IRAs
Simple-IRA
401(k)/Profit Sharing
Money Purchase & Profit Sharing

Liquidity Solutions
Restricted Security Sales
Rule 144/145
10b5-1 Plans
Hedging/Collars
CSO Programs

Insurance Solutions
Fixed Annuities
Variable Annuities
Life

Employer Benefit Solutions
Group Medical and Dental Plans
Group Life and Disability
Group Long Term Care
401(k) Plans

Wealth Planning Solutions
Our Private Client Group staff has had extensive experience working with many of the top trust and estate attorneys in Boston to craft wealth preservation solutions for our clients. We can work with our client’s own attorneys or we can make introductions to others with whom we have worked.