The de Burlo Group, Inc. is an independent SEC-registered investment advisory firm located in the heart of Boston’s financial district. Our mission is to provide personalized investment management to; Massachusetts Municipal Retirement Systems, Corporate Profit Sharing Plans, Educational Institutions, Religious/Non-Profit Organizations & Individual Clientele Trusts with an emphasis on long term returns.
We have a strong record, managing portfolios for; Retirement Systems compliant with specific Massachusetts Statutes & Regulations, Socially Concerned Organizations & Individuals and Non-profit Entities.
C. Russell de Burlo, Jr. founded the firm after serving as Treasurer of Tufts University and managing its endowment, working capital and bond collateral funds. The firm has four full time portfolio managers and five individuals providing operational and administrative support.
Company Details
- Employees
- 8
- Founded
- -
- Address
- 50 Federal St, Boston,massachusetts 02110-2538,united States
- Phone
- 617-482-0275
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- deburlogroup.com
- Keywords
- Financial Planning Institutional Clientele, Investment Planning Individuals & Trusts, Massachusetts Retirement Systems, Religious/Non-Profit Organizations, Socially Responsible Investment Advisory Team.
- HQ
- Boston, Massachusetts
The De Burlo Group, Inc. Questions
The De Burlo Group, Inc.'s helpline number is 617-482-0275
The De Burlo Group, Inc.'s website is deburlogroup.com
The De Burlo Group, Inc.'s LinkedIn profile is https://www.linkedin.com/company/de-burlo-group
The De Burlo Group, Inc. has
8 employees.
View email and phone details for 8
employees at The De Burlo Group, Inc..
The De Burlo Group, Inc.'s industry is
Financial Services
The De Burlo Group, Inc.'s top competitors are
Guggenheim Securities,
Beerme,
The Martec,
Bank Of America,
National Bank Of Canada.
The De Burlo Group, Inc.'s categories are Financial Services
The De Burlo Group, Inc.'s founding year is 1984
