David McCaffrey's Contact Details

David McCaffrey's Company Details

J.P. Marvel Investment Advisors

Boston, MA, US • 10 - 19 Employees
Investment Bank/Securities Brokerage

J.P. Marvel Investment Advisors, Inc. is an investment management firm of seven professionals with a wealth of industry experience and skills. Our advisory group has provided customized financial asset management for high net worth individuals, foundations, endowments, and companies for more than ten years. Our professionals combine for more than 80 years of money management experience and 142 years of financial services experience. The staff is an efficient, cross-trained group of professionals whose responsibilities within the firm often overlap. J.P. Marvel Investment Advisors, Inc. manages a variety of account types including Individual, Joint, IRAs, Trusts, Corporations, and Estate accounts. Each account, or portfolio, is managed using one primary investment "style":   Equity: 70% or more of the portfolio is invested in equities Fixed Income: 70% or more of the portfolio is invested in fixed income (municipal or treasury bonds) Balanced: less than 70% of the portfolio is invested in equity and at least 10% of the portfolio is invested in fixed income   Each portfolio is held at the client's custodian of choice, and J.P. Marvel manages the portfolio.