|PalmerDodge Advisors LLC is a Registered Investment Advisor wholly owned by Edwards Wildman Palmer LLP. With over $600 million in assets under management, PalmerDodge Advisors' only business is providing proprietary investment advice and services to trustees and individual clients.
Utilizing a team approach to strategic wealth management, our mission is to conserve and enhance the real, after-tax purchasing power of client assets. We seek to achieve these objectives through the implementation of custom-tailored portfolio programs that are unique to each client's set of requirements, goals and risk tolerance.
Collectively, our investment professionals have many years of industry experience in both institutional and private client environments.
PalmerDodge Advisors provides ongoing investment advice to the private client partners at Edwards Wildman. These partners have a century-long tradition of serving as trustees of trusts and charitable foundations and executors of estates. PalmerDodge Advisors was established in 2003 and is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.
Through PalmerDodge Advisors, investment professionals and their staff provide investment services to non-fiduciary accounts, including agency accounts, endowments, IRA's and other retirement vehicles.