Middleton & Company
Overview
Middleton & Company is an independent investment counseling firm based in Boston, Massachusetts. The firm specializes in providing objective advice and disciplined investment management to individuals, families, trusts, endowments, and foundations. Their mission is to offer personalized investment strategies that align with clients' financial goals and values. The firm's investment approach emphasizes a long-term perspective, focusing on building diversified portfolios that balance risk and return. They offer a range of services, including financial planning, portfolio management, and estate planning, tailored to meet the unique needs of each client. Middleton & Company is committed to maintaining a fiduciary duty, ensuring that clients' interests are always prioritized. With a team of experienced professionals, Middleton & Company has established a reputation for integrity and reliability in the investment management industry. They are dedicated to fostering enduring relationships with clients, providing ongoing support and guidance to navigate the complexities of the financial markets. Their client-centric approach has led to a strong track record of success and client satisfaction.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
Reach Middleton & Company directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Middleton & Company
What sectors does Middleton & Company invest in?
Middleton & Company invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Massachusetts, United States. Middleton & Company is listed as a private investment firm in the ConnectSafely investor database.
What stage does Middleton & Company invest at?
Middleton & Company backs companies at Growth, Late Stage and Buyout, writing cheques of 1M - 50M.
Which regions does Middleton & Company invest in?
Middleton & Company invests across United States.
Who are the partners at Middleton & Company?
Team members listed for Middleton & Company include George Middleton (Owner) and Mario Nardone (CFA® Chief Investment Strategist).
What companies has Middleton & Company invested in?
Middleton & Company's portfolio includes Beta Technologies, Acme Corporation, Gamma Enterprises, Delta Innovations, Epsilon Solutions, Zeta Industries, Eta Manufacturing and Theta Communications.
How do I contact Middleton & Company?
Middleton & Company's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
