About Moors & Cabot
Culture and Values
Moors & Cabot was founded on a relationship. Today, our financial advisors carry on that tradition—basing client relationships on a thorough understanding of your wealth management preferences and objectives. They’re experts at it, with successful track records that span a decade or more.
Though our investment firm offers a full range of financial services, our culture is based on the fact that we prefer to be small rather than large, private rather than publicly owned, personal rather than impersonal. We take the "advisor" part of our financial advisor role very seriously. This is the foundation of the culture we work tirelessly to maintain. We have been doing this for over 125 years... that sets us apart from the rest of the pack.
We believe this culture drives our mission of keeping your interests and goals as our top priority. This is why we provide all our clients with independent, unbiased counsel—unencumbered by any proprietary products.
Our culture and values are held as paramount by our advisors, the executive management team, and particularly by M&C ownership. We are unique in our history, our ownership, and our management structure.
Without a doubt, experience is a vital component of an investment firm, but at Moors & Cabot we think experience tempered with wisdom is even more valuable. To us, wisdom is the result of making good decisions—something Moors & Cabot has done consistently for nearly one and a quarter century.
Our focus has always been on doing what’s best for our clients. Our business model demands it.
History
In 1890, 13 years before the New York Stock Exchange was where it stands now, John F. Moors and Charles Cabot established a small investment firm in Boston’s financial district. Its mission then: handle the personal investments of the two founders and their friends.
Through time, that mission has expanded. Today, Moors & Cabot manages the assets of thousands of investors from our Boston headquarters and branch offices throughout the country.
Our message here isn’t just about longevity. It’s also about the experience, stability, and wisdom those years bring to each client relationship. Simply speaking, we see the value in time.
We’ve done it through two world wars; the market crashes of 1907, 1929, and 1987; countless panics; numerous recessions; the dot-com bubble; the housing bubble; and the daily ups and downs of an ever-changing financial landscape. Through it all, Moors & Cabot has prevailed. And, more importantly, so have our clients.
While proud of our tradition of proven results, we are still a firm which embraces what is... and what is yet to come. From market transitions to advanced technology, your advantage comes from our combination of nineteenth-century roots and twenty-first-century capabilities.