Portland Head Light on the rocky Maine coast at Cape Elizabeth

Newport · Narragansett · Westerly · Jamestown

Investment management for coastal Rhode Island.

Rhode Island’s coast holds a small number of households with substantial investable assets, often next to a property that is both a home and a family landmark. That is enough of a market to serve well. It is not a market we treat as an afterthought to Boston.

Meet with Rusty Investment management

Where we focus

Newport, Middletown, Jamestown, Narragansett, South Kingstown, Westerly, Watch Hill, and Barrington. Providence downtown is not the target. If your life is on the water or in a town that looks at the water, you are in scope.

What the work looks like

A tailored plan, a customized portfolio, and the option to use private investments and interval funds when they belong. Meetings can be remote or scheduled when Rusty is in New England. Call (617) 992-0305 or book a discovery call.

The next step is a conversation, not a commitment.

Discovery calls with Rusty are confidential and fiduciary. Bring the questions you have been carrying. We typically work with households that have $1,000,000 or more to invest.

Meet with Rusty Contact the office