Our Services
Cabot Lodge Securities offers a broad spectrum of investment products and services via our comprehensive open architecture product platform, including equities, fixed income, mutual funds, ETFs, variable annuities, REITs, and through our affiliates, separately managed accounts, life, health and disability insurance, mortgages, and wealth management and protection services.
Stocks & Bonds
Stocks, or equities as they are also known, are a type of security that represents ownership in a corporation. Bonds are essentially loans made by investors to governments or corporations.
Mutual Funds
With more than 10,000 mutual funds available, and many working Americans investing in them through their employer-sponsored plans, mutual funds are the mainstay of many portfolios.
Alternative Investments
Alternative Investments, which have historically been available only to high net worth investors, are now available, when suitable, to most investors through Cabot Lodge Securities LLC.
Retirement Planning
Retirement is a major concern for most investors today. Cabot Lodge can help its clients plan for their retirement strategically.
Real Estate Investment Trusts (REITs)
Real Estate is an important component of a well diverisified portfolio. Cabot Lodge can help its clients identify profesionally managed REITs.
CL Wealth Management
CLWM is a registered investment advisor firm focused on crafting individual portfolios to meet the specific needs of each client.
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