LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Loring Wolcott & Coolidge Fiduciary Advisors LLP is an investment management firm based out of Boston, Massachusetts. The company was established in 1817, tracing its history back to Nathaniel Bowditch, one of the prominent innovators in New England. Loring Wolcott & Coolidge Fiduciary Advisors is currently headed by President Charles-Fredrick David Boit and has grown from its inception to now have 75 employees of which 15 are investment professionals. The company conducts its research internally and invests in public equity and fixed income markets on a global scale. Loring Wolcott & Coolidge Fiduciary Advisors utilizes a hematite investment methodology and invests in companies that have employee diversity, positive environmental impact, good labor practices, and strong corporate governance. The company invests most heavily in the information technology sector, which alone makes up almost a third of its total asset allocations, and also invests in the health care, consumer staples, consumer discretionary, industrials, and energy sectors, among other sectors to a lesser degree, in order of decreasing allocation. Loring Wolcott & Coolidge Fiduciary Advisors’s top 10 holdings together make up over a third of its total asset allocations, and the company has a turnover rate of approximately 8.9%. The company currently holds over $5.6 billion in total assets under management spread across over 2,600 accounts, all of which are discretionary except for 46 that make up a minor $180 million of its managed assets. Although Loring Wolcott & Coolidge Fiduciary Advisors’s total number of managed accounts has been decreasing in recent years, its total assets under management has been increasing, growing significantly from $3.6 billion back in 2010 to experience $2 billion in growth to its current amount today. The company mainly caters to high net worth individuals, which alone makes up over three quarters of its entire client base, and also provides services to individuals, pension and profit sharing plans, charities, and corporations.