Middleton & Company, Inc. Employee Directory
Investment ManagementMassachusetts, United States11-50 Employees
Middleton & Company, Inc. operates as an independent investment counseling firm that provides objective advice and disciplined investment management to individuals, families, trusts, endowments, and foundations. It emphasizes objectivity and a personalized approach to help clients navigate markets and pursue their investment goals. Founded in 1984, the firm's mission is to serve clients' investment needs with insight and prudence. Based in Boston, Massachusetts, Middleton & Company is a small to mid-sized player in the investment management industry. It serves a range of clients that rely on neutral guidance rather than product-driven recommendations. In May 2019, Patricia departed Middleton & Company as Senior Portfolio Manager to join Fiduciary Trust.