Investments
Moors & Cabot offers a comprehensive range of products and services to meet your investment objectives.
Investment Alternatives
Moors & Cabot offers a comprehensive range of products and services to meet your investment objectives.
Stocks
Our full suite of investment choices includes listed, over-the-counter and equity options. As a member of the New York Exchange as well as the NASDAQ, we trade millions of shares daily, providing every client with institutional-quality executions.
Fixed Income
Our wide variety of fixed-income alternatives includes U.S. government securities, tax-free municipal bonds, corporate debt obligations, certificates of deposit, unit investment trusts, and preferred stocks.
Independent Research
Our extensive, up-to-date research network analyzes the most appropriate investment opportunities for each client, both in the equity and in the fixed income markets.
Additional Investment Alternatives
Moors & Cabot offers more than 11,000 mutual fund choices from over 400 well-known fund companies, plus a large selection of annuities and life insurance products from top-rated carriers. Retirement plans, cash management accounts and a variety of managed account programs round out our extensive offerings.
Single Stock Risk Management
Many investors find a significant portion of their net worth "stuck" in concentrated or restricted equity positions. You may hold restricted or unregistered stock acquired from the sale of your business or in a private placement. You may have inherited or received such stock as a gift. Tax-sensitivity may limit you even where SEC regulations do not. Significant appreciation of low-cost basis stock-or stock options-may make the sale or transfer of your stock a prohibitive tax event.
Moors & Cabot's Single Stock Risk Management Specialists offer hedging and diversification strategies that can unlock this value, create tax-efficient liquidity, and protect your portfolio from severe market swings.
Moors and Cabot's thoughts on recent WSJ article - June 9, 2008 (86kb PDF)
Moors and Cabot's thoughts on NY Times article - February 11, 2008 (75kb PDF)
For single stock risk management, please contact us at 866-459-9998 or email:
Michael J. Egan, Sr. Vice President at mjegan@moorscabot.com
Sarah H. Wolf, Vice President at shwolf@moorscabot.com