Excalibur Management Corp.
A multi-generational Registered Investment Advisor providing investment and wealth counsel, focusing on safeguarding financial security and fostering wealth growth through tailored, risk-appropriate investment strategies.
1979
Privately owned
Aims for long-term, risk-appropriate returns through disciplined and tailored investment strategies.
Waltham, Ma, United States
About
Mission
To understand each client's unique needs and provide customized solutions that align with their financial goals, prioritizing integrity and a disciplined approach to investment strategies.
Values
Integrity, trust, long-term client relationships, character, and client-focused risk discipline.
Participant Demographics
Serves wealthy families, endowments, foundations, and organizations across generations.
Track Record
Team Experience
Experienced professionals working as an integrated team.
Notable Achievements
Multi-generational relationships with families, endowments, and foundations since 1979.
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Waltham, Ma, United States
Legal & Compliance
Registered with SEC, Form ADV Part 2 available.
No major violations noted.
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