Beaton Management Co., Inc. was formed in 1981 to provide investment and financial management services to individuals, families, trusts, foundations, estates, and employee benefit plans. An individual seeking investment and financial advice must inevitably confront the question of what type of firm can offer close personal attention, first-rate investment capability, and continuity of service. The relatively small size of Beaton Management helps assure investors that they will receive advantages in these areas.
Our business objective is primarily to provide comprehensive wealth management services. As such, we are not affiliated with any firms in the brokerage, insurance, or banking industries, allowing for completely conflict-free management capabilities. Beaton Management customarily provides management based on the individual objectives of the client, taking into consideration their other assets and financial requirements. This focus on investment and financial management effectively removes the potential conflicts of interest that other firms may encounter.