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Investment Advisors
As part of our century-long tradition of private client services, Edwards Angell Palmer & Dodge LLP's private client partners serve as trustees of trusts and charitable foundations and executors of estates. In managing the investments of those trusts, estates, and foundations, the trustee partners are advised by the full-time investment professionals of PalmerDodge Advisors LLC. In response to our clients' needs, Edwards Angell Palmer & Dodge formed PalmerDodge Advisors, a wholly owned subsidiary of Edwards Angell Palmer & Dodge. PalmerDodge Advisors is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. Through PalmerDodge Advisors, investment professionals and their staff are available to offer investment services to clients with non-fiduciary accounts, including agency accounts, endowments, IRAs, 401(k)s, and other retirement vehicles. PalmerDodge Advisors continues to advise and recommend investment opportunities to the trustee partners, monitor individual assets, and conduct periodic reviews of the overall portfolio of each fiduciary relationship. Group Members David O. Rajala, CFA, President Glenn E. Murphy, Jr., CFA, Senior Investment Advisor Vijay V. Naidu, Investment Advisor Matthew M. Martino, CFA, Assistant Investment Advisor Diostenes Medina, Compliance Officer Suzanna Arguedas, Portfolio Administrator Maria Simone Alcindor, Investment Assistant
PalmerDodge Advisors LLC is registered with the SEC as an investment advisor in accordance with the Investment Advisers Act of 1940. The information presented herein is for informational purposes only. The material contained herein is not indicative of future performance or success. Copyright © 2007 PalmerDodge Advisors LLC. All rights reserved. |
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