Our Firm

Fernwood Investment Management, LLC is a Quincy-based, SEC-registered independent investment management firm.We provide personalized advice and investment management services to build wealth and simplify your finances.  Since 2003, we have been delivering comprehensive, innovative investment solutions to high-net-worth individuals and families,foundations and endowments. We create a custom investment portfolio for each client that is suited to meet unique needs and takes into consideration such things as time horizon, income needs, risk tolerances, outside holdings, and tax status. We offer a variety of investment strategies including both traditional such as equities and bonds and alternative investment vehicles to help you reach your goals.



Meet with us

If you’d like to set up an introductory meeting, please contact us:
Tel: (617) 376-4750
Email us

Make a Referral

If you’d like to e-mail a friend or a colleague about our services, please send them a link to our site.