deburlogroup.com

The de Burlo Group Inc., The de Burlo Group, Inc. BOSTON, MA WELCOME

We are an independent SEC-registered investment advisory firm located in Boston’s financial district. Our mission is to provide personalized investment management to. Individuals with an emphasis on long-term returns. Photo Album Gallery Place Holder - Please wait while the Photo Album loads. If the album does not show, please refresh the page to try again. Xperience Managing Portfolios for:. Nstitutional Clients; Religious, Educational, and Non-Profit Organizations, and Corporate Retirement Plans.

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THE DE BURLO GROUP, INC.

50 F●●●●L ST

BO●●ON , MA, 02110-2500

US

1.67●●●●0275

1.23●●●●1234

de●●●●●@erols.com

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THE DE BURLO GROUP, INC.

THE DE BURLO GROUP, INC.

50 F●●●●L ST

BO●●ON , MA, 02110-2500

US

1.67●●●●0275

1.23●●●●1234

ko●●●●●●●@deburlogroup.com

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Network Solutions, LLC.

Network Solutions, LLC.

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The de Burlo Group Inc., The de Burlo Group, Inc. BOSTON, MA WELCOME | deburlogroup.com Reviews

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We are an independent SEC-registered investment advisory firm located in Boston’s financial district. Our mission is to provide personalized investment management to. Individuals with an emphasis on long-term returns. Photo Album Gallery Place Holder - Please wait while the Photo Album loads. If the album does not show, please refresh the page to try again. Xperience Managing Portfolios for:. Nstitutional Clients; Religious, Educational, and Non-Profit Organizations, and Corporate Retirement Plans.

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The de Burlo Group Inc., The de Burlo Group, Inc. BOSTON, MA WELCOME | deburlogroup.com Reviews

https://deburlogroup.com

We are an independent SEC-registered investment advisory firm located in Boston’s financial district. Our mission is to provide personalized investment management to. Individuals with an emphasis on long-term returns. Photo Album Gallery Place Holder - Please wait while the Photo Album loads. If the album does not show, please refresh the page to try again. Xperience Managing Portfolios for:. Nstitutional Clients; Religious, Educational, and Non-Profit Organizations, and Corporate Retirement Plans.

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deburlogroup.com

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The de Burlo Group Inc., The de Burlo Group, Inc. Who We Are

http://www.deburlogroup.com/whoweare.html

The de Burlo Group is. Committed to providing personalized attention and customized portfolios to our clients. Responsive to clients whether the client wants to discuss a portfolio directly with his or her portfolio manager or needs assistance with administrative issues. Respectful of the values and personal preferences of our clients. An experienced, stable investment management team focused on long term returns. 169; The de Burlo Group, Inc., 2012. The de Burlo Group, Inc. Powered by Network Solutions.

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The de Burlo Group Inc., The de Burlo Group, Inc. Our Team

http://www.deburlogroup.com/ourteam.html

C RUSSELL DE BURLO, JR., M.B.A., D.B.A. RICHARD B. G. VINCENT, M.B.A., CFA. MICHAEL E. SHADE, M.B.A., M.S., CPA, CFA. CARL R. SARGENT, CFA. ALISON J. SEAVEY, B.A., M.Ed. MICHELLE JOSLIN, B.A. MARION ROCKWOOD, B.A. Marion joined the de Burlo Group in September 2012 and serves as a Research Associate. She is responsible for analyzing investments from a social responsibility perspective, conducting equity research, and providing administrative. 169; The de Burlo Group, Inc., 2012. The de Burlo Group, Inc.

3

The de Burlo Group Inc., The de Burlo Group, Inc. Investment Approach

http://www.deburlogroup.com/investmentapproach.html

We employ a multi-faceted approach that integrates analysis of long-term demographic and economic trends with fundamental and technical analysis of individual securities. Sector and security diversification are more important than diversification by the traditional large cap/small cap or value/growth styles. We utilize a proprietary price-earnings ratio-based valuation analysis along with technical and momentum analyses for buy and sell decisions. 169; The de Burlo Group, Inc., 2012.

4

The de Burlo Group Inc., The de Burlo Group, Inc. What We Offer

http://www.deburlogroup.com/whatweoffer.html

For non profits…. We provide expertise in constructing and monitoring investment policy,. We work closely with investment committees to integrate organizational values into their investment portfolios. We create customized investment plans to meet each client’s goals. We monitor portfolios to ensure that this strategy remains in harmony with the client’s values and long term vision. For individuals and organizations who care about socially responsible investing…. 169; The de Burlo Group, Inc., 2012.

5

The de Burlo Group Inc., The de Burlo Group, Inc. Overview

http://www.deburlogroup.com/overview.html

Overview of The de Burlo Group, Inc. The de Burlo Group, Inc. is an independent SEC-registered investment advisory firm located in Boston’s financial district. Our mission is to provide personalized investment management to individuals and institutions with an emphasis on long term returns. We have more than 25 years of experience managing portfolios for:. O individuals and trusts. O educational and charitable institutions. O corporate profit-sharing plans, and. 169; The de Burlo Group, Inc., 2012.

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The de Burlo Group Inc., The de Burlo Group, Inc. BOSTON, MA WELCOME

We are an independent SEC-registered investment advisory firm located in Boston’s financial district. Our mission is to provide personalized investment management to. Individuals with an emphasis on long-term returns. Photo Album Gallery Place Holder - Please wait while the Photo Album loads. If the album does not show, please refresh the page to try again. Xperience Managing Portfolios for:. Nstitutional Clients; Religious, Educational, and Non-Profit Organizations, and Corporate Retirement Plans.

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