Individual Investors

Individual Investors

With roots that date back more than a century, Moors & Cabot is one of the country's oldest, most respected brokerage houses.

Our Strengths

With roots that date back more than a century, Moors & Cabot is one of the country's oldest, most respected brokerage houses. Moors & Cabot has chosen to remain an independent, service-oriented investment firm, employing only seasoned, highly successful brokers whose knowledge, attention to detail, integrity and client focus provide the basis for trusted, long-term relationships.

Experienced Professionals

All of the registered investment representatives who represent Moors & Cabot average more than a decade of experience. Each one is carefully selected based on criteria such as knowledge, client focus and commitment to the profession. These seasoned investment representatives have advised clients during all market conditions—both bull and bear—and through all economic cycles, building a loyal following and a track record of success.

Personalized Attention

Every client is a valued client at Moors & Cabot. Our investment professionals work one-on-one with investors, uncovering their needs, preferences and goals. They devote the same energy and attention to the development of personalized investment recommendations and, ultimately, to the construction and management of each investor's unique portfolio. There are no quick answers here, no patent solutions. We recognize and respond to individual investment needs with tailored strategies.

Respected Partners

Moors & Cabot's clearing provider, First Clearing, LLC, a non-bank affiliate of Wells Fargo & Co., adds to the breadth and sophistication of our investment products, services and technology.

Information

Moors & Cabot representatives have access to multiple, authoritative sources of information. Independent perspectives on the market, the economy, business sectors and individual investments are available through our partnership with First Clearing/Wells Fargo. The research of several major Wall Street firms puts up-to-the-minute news and information from around the world onto the desk of each Moors & Cabot representative.

Independent perspectives on the market, the economy, business sectors and individual investments are available through our relationship with First Clearing, an affiliate of Wells Fargo.

Moors & Cabot has weathered the times to manage the assets of families for generations. We have a commitment to service that puts your interests first and the culture of a boutique firm where our advisors take the time to understand your financial goals.