Our Investing Tenets

LONG-TERM VISION

ACADEMIC RESEARCH

EFFECTIVE ASSET POSITIONING

MEANINGFUL TAX MANAGEMENT

TRUST IN MARKETS

ACT DON'T REACT

Our Investing Philosophy is Backed by Nobel Prize Winning Research

A foundation of long-term investing as a fiduciary is to follow an ethos that is based in financial science and not relying on the "crystal ball" approach to portfolio management and asset allocation. The philosophy of evidence-based investing was established by Nobel Laureates Eugene Fama and Kenneth French and holds that, in short, Markets work.

Sound investing strategies come with a long-term vision of what your assets will do when invested responsibly over time. We pride ourselves on acting as a coach to our clients, sheltering their decisions from the hype of day-to-day investment and financial news and educating them on what we are doing and how it is directly affecting their hard-earned investments.

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OUR OFFICES
  • 5 Burlington Woods, Suite 102
  • Burlington, MA 01803

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© 2019 DOBLE LEBRANTI FINANCIAL GROUP LLC. All rights reserved.

This communication is strictly intended for individuals residing in the states of CA, CO, CT, DE, FL, IL, MA, MD, ME, NC, NH, NJ, NV, NY, OR, RI, TX, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

Fixed insurance products and services offered through Doble LeBranti Financial Group or CES Insurance Agency.

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