Our Business Philosophy

Needham Advisory Corp., a registered investment advisor, was formed in 1985 to provide custom investment management and general financial counseling services to individuals, trusts, retirement plans and endowments. We are registered with the Securities and Exchange Commission and our commitment is to act solely in your best interest on a fee-only basis; we do not receive commissions, nor do we sell products.

The underlying philosophy of the company evolved through 25 years of portfolio management, trust, financial and estate planning experience. The essence of this philosophy is that clients should be able to expect creativity, professionalism, understandable communication and comprehensive investment counseling from one source. Our goal is to treat every client as our only client. We consider each client to be unique and structure portfolios accordingly. A successful investment philosophy can be tailored to meet the distinctive requirements of corporate retirement plans, endowments, trusts, and individuals. The consistent factor among all portfolios is our investment philosophy and discipline.

We have built our firm on factors we consider critical to best serve our clients: quality personnel, a clear investment strategy and decision process, consistent long term performance, client orientation, reliable support systems and an environment in which decisions can be made in a timely manner. We measure our success not only by how our performance compares with market indices but also, and more importantly, by how we meet our client's objectives. We offer a client responsive approach to managing assets that is not often found in today's volume oriented financial services environment. Needham Advisory has and will continue to control and monitor its growth, as we will not compromise our service or performance.