East Coast Asset Management is an employee-owned, SEC registered investment advisor founded in 2008. We manage over $500 million using rigorous fundamental research. Our team serves a broad, global investor base represented by individuals, families, and institutions. We’ve been based in Essex, MA, on Boston’s North Shore since inception.

We believe capital allocation should be driven by a merit based approach, determined by each investment’s compounding potential and margin of safety. We view the investment universe from an owner mindset, employing a business-like approach to research and rational decision making.

Institutions: Investment Management »   |  Private Clients: Wealth Management »