Trust Investment Management

For generations, many of New England's prominent families have relied on the professionals of Hemenway & Barnes to preserve and grow their wealth through sound trust management. This is coupled with sophisticated estate and tax planning and a commitment to a long term investment approach, using a diversified portfolio of holdings that span asset classes and industry sectors.

Our Personal Approach

Experience has shown that our clients benefit most from direct, personal access to their trustee. In keeping with this goal, we meet with each client and tailor the investments in each account to meet that client's needs and objectives.

You have direct, face-to-face access to your trustee, an owner of the firm, not an anonymous "relationship manager" at a remote location. Your trustee is dedicated to personally knowing you, your family, your goals and your needs.

This is the way we've served our clients for almost 150 years. Our goal is for you, your children, grandchildren and future generations of your family, to know us and trust us.

Our Investment Philosophy

For our core equity holdings, we invest directly in common stocks issued by companies with growing earnings, global presence, and strong balance sheets.  Generally, we avoid mass-market products such as mutual funds or exchange traded funds.

The importance of generating current income varies from account to account.  Preserving purchasing power and keeping pace with inflation, however, demands growing an account's income stream. We accomplish this by investing in:

  • Companies with reliable dividend growth, and
  • Investment quality bonds, typically government issues and high-grade corporate bonds

Anticipating client needs, we take care to maintain appropriate cash reserves.  Beyond stocks and bonds, and where it is warranted, we will build into a portfolio other asset classes, including venture capital, commercial real estate, private equity and hedge funds.

Our trust management process, which combines discipline, critical analysis and common sense is designed to identify companies that will outperform their competitors over the long term. This, in turn, produces superior long term trust performance.

"What is a Trust" Brochure

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Disclaimer

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Thank you for your interest in Hemenway & Barnes, but merely communicating with Hemenway & Barnes LLP or a Hemenway & Barnes lawyer or employee will not create a lawyer-client relationship. Such a relationship will not arise unless and until the firm agrees with you in writing to handle a particular matter. Unless and until this has occurred, you should not convey to us any information you regard as personal or confidential, because any such information will not be treated by us as confidential or subject to any confidentiality requirements.

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