Apt Adam J
Investment Company in Cambridge, MA
PEABODY RIVER ASSET MANAGEMENT reflects New England's culture of innovation and tradition, and industry and thrift. We draw upon rigorous systematic thinking by academic economists and investment specialists, and we selectively use new financial products and management techniques. We're discriminating in their application, and we avoid fashionable financial products that incur high expenses. Many years of professional experience have taught us that rote processes will not soon supersede maturity of judgment in the stewardship of the portfolios of individuals.
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About Us
read morePeabody River Asset Management offers discretionary management of the investment portfolios of individuals and families resident in Massachusetts and California. The service includes financial planning. Peabody River Asset Management offers discretionary management of the endowment funds of not-for-profit organizations based in Massachusetts and California. Peabody River Asset Management offers investment consulting services to families resident in Massachusettsand not-for-profit organizations based in the state.
Peabody River Asset Management
read moreMr. Apt has more than twenty years of experience in investment management. He received his MBA from the University of Chicago in 1986, and he is a holder of the CFA (Chartered Financial Analyst) designation. Before establishing Peabody River Asset Management, Mr. Apt worked successively at two Internet startups, Asset Sciences, Inc. and LTSave, Inc., firms that provided investment guidance and advice to individual investors over the Web. Mr. Apt began his career as a quantitative equity analyst at Keystone Investment Management Company (now absorbed into Wells Fargo Advantage Funds).
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