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Excalibur Management Corp.

Wealth Management, Asset Management

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.

Overview and Management

Establishment Year

1979

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.

Investment Roles

Direct Investor, Intermediary

Participant Demographics

Serves wealthy families, endowments, foundations, and organizations across generations.

Generational Wealth Planning

Focuses on wealth preservation and transfer across generations, offering legacy planning and tax-efficient strategies.

Risk Tolerance

Aims for long-term, risk-appropriate returns through disciplined and tailored investment strategies.

References or Case Studies

Team Experience

Experienced professionals working as an integrated team.

Notable Achievements

Multi-generational relationships with families, endowments, and foundations since 1979.

Project Track Record

Exit Strategies

Legal, Compliance and Contact Information

Regulatory Registrations

Registered with SEC, Form ADV Part 2 available.

Compliance History

No major violations noted.

Email

info@excaliburmanagement.com

Phone Number

(617)916-9669

Address

Waltham United States

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Frequently Asked Questions

What services does Excalibur Management Corp. offer?

Excalibur Management Corp. offers a range of financial services tailored to meet the unique needs of each client. Our focus is on providing customized investment strategies that align with your financial goals while maintaining a commitment to integrity and disciplined management. - Personalized investment planning - Portfolio management - Financial consulting

How does Excalibur Management Corp. ensure client satisfaction?

At Excalibur Management Corp., client satisfaction is our top priority. We achieve this by understanding each client's unique needs and developing customized solutions that align with their financial goals. Our disciplined approach and commitment to integrity help build lasting relationships with our clients. - Regular communication and updates - Tailored financial strategies - Feedback-driven service improvements

What sets Excalibur Management Corp. apart from other financial firms?

Excalibur Management Corp. stands out from other financial firms through our personalized approach to investment management. We prioritize understanding each client's individual goals and provide customized solutions, ensuring that our strategies are aligned with their financial aspirations. Integrity and discipline are at the core of our operations. - Customized investment strategies - Strong focus on client relationships - Commitment to ethical practices