Minot Deblois Advisors LLC

About

Minot DeBlois Advisors LLC | Thoughtful and Disciplined Investment Advisory Services Here is our most recent Investment Update providing a recap of market performance for 2025 and our outlook. Thoughtful and Disciplined Investment Advisory Services Learn More About Minot DeBlois was formed in 2009 as a wholly-owned subsidiary of Rice, Heard & Bigelow , a firm of private trustees, to provide dedicated investment advisory services to trust and non-trust assets of that firm’s clients, as well as to extend our investment services to individuals and organizations seeking investment management services conducted in a time-tested fiduciary manner. Our purpose is to meet our clients' long term investment goals through thoughtful analysis and prudent management, attributes that we have honored since 1782, when George Richards Minot founded the first trust office in Boston, from which we trace our roots. Learn More To download a copy of our Relationship Summary (ADV Part 3 Form CRS) click here Philosophy MDA maintains a flexible and highly individualized investment approach toward each client portfolio. Clients' investment objectives are carefully considered in building their portfolios. The core investments are high quality individual stocks for growth and fixed income securities for income and safety. We believe that risk management is as important as the search for return, and we employ disciplined strategies to enhance capital preservation. All portfolios are actively, individually

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