Company Overview of Welch & Forbes LLC
Welch & Forbes LLC is a privately owned investment manager. The firm also provides fiduciary, estate planning, and administration services to its clients. It primarily provides its services to individuals, typically high net worth individuals. The firm also manages accounts for pension and profit sharing plans, pooled investment vehicles, charitable organizations, families, and corporations. It manages client focused equity portfolios. The firm invests in the public equity markets of the United States. It was founded in 1838 and is based in Boston, Massachusetts. Welch & Forbes operates as a subsidiary of Affiliated Managers Group, Inc.
45 School Street
Old City Hall
Boston, MA 02108
Founded in 1838
Key Executives for Welch & Forbes LLC
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Recent Private Companies Transactions
|No transactions available in the past 12 months.|
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