Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Safford is an Investment Advisor Representative with Safford Nicholas H & Co. Inc. He is registered with the state of Massachusetts and has been in the industry since 2022. Matthew has a Series 65 license. Matthew has experience with Deloitte & Touche, Nicholas H. Safford & Co., Inc., Bowdoin College, and St John's Preparatory School. Safford Nicholas H & Co. Inc. is based in Rockport, MA. The firm manages approximately $1,758,136,542 in assets and primarily serves high-net-worth individuals and other investment advisors. The firm's services include portfolio management for individuals and investment consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets under other investment advisers' management
1
2
MA
06/16/2023 - Present
Safford Nicholas H & Co. Inc. (ROCKPORT MA)
IA
Issued 06/12/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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