Approach

Nobscot offers customized investment advisory services for individuals, trusts and charitable organizations. Nobscot invests with a long-term horizon, seeking to balance stability, income and growth potential through diversified and consistent portfolio management strategies.

Process

Approach

Nobscot believes the investment process should be understandable, and clients deserve direct access to their investment manager. Nobscot manages portfolios to reflect client objectives, risk tolerance, time horizon as well as individual client preferences.

Firm

Approach

Firm

Catherine Smith is the founder of Nobscot Investment Management LLC. A former partner of Wellington Management Company, LLP, a leading global investment management firm, she has extensive experience managing portfolios for mutual funds and institutional accounts as well as individuals. She is a graduate of Harvard College and a member of the CFA Institute.