1620 Investment Advisors, INC.

About

--> 1620 Investment Advisors | independent wealth management services plymouth ma top of page 1620 Investment Advisors, Inc. Your Long-Term Financial Partner top of page Independent Experienced Fee-Based* Accessible *Max Fee of 0.75% of Assets Under Management Investment Advisors, Inc. CONTACT US 1620 1620 Investment Advisors provides investment management and financial planning to individuals, business owners, and financial services firms. Our investment advisory assets total approximately $225 million. ​ Whether you are investing for the future, preparing for retirement, or simply need straightforward, conflict-free investment advice, 1620 offers products and service levels that meet your needs. INDIVIDUALS.FAMILIES.BUSINESS OWNERS. SUB-ADVISORY RELATIONSHIPS.RESEARCH SERVICES . Why 1620? Independent ​ As an independent investment firm, we have no incentives to favor certain investment products over others. Our only financial relationship is with our clients. Focused ​ We are an investment advisory firm. We do not try to sell insurance or other products to our clients. Investment management is what we do all day, every day. Experienced ​ Our investment professionals have an average of over 20 years of investment experience, in addition to advanced degrees and relevant professional designations (e.g., CFA charter). Disciplined ​ Our investment process seeks to avoid the emotionalism that can sway the markets on a day-to-day basis. We construct portfolios tailored to each cli

Key Contact

Geographic Focus