BOURNE LENT ASSET MANAGAMENT, INC.

Overview

Bourne Lent Asset Managament, Inc. is a small, equity-focused registered investment adviser that manages portfolios for individuals, families and institutions. The firm charges fees as a percentage of assets under management and runs primarily discretionary mandates: most client relationships grant the firm authority to implement trades without prior approval. Its filings show a clear preference for exchange-traded equities as the primary allocation vehicle, with active portfolio management for both private clients and institutional accounts. The firm does not identify as an ESG investor, is not a multi-state adviser, and does not position itself as a pension consultant. Investment activity centers on concentrated equity positions held directly in stocks and a limited use of ETFs. The adviser also accesses third-party alternative managers via hedge fund allocations and supplements core holdings with mutual funds where appropriate. That mix points to a strategy that blends direct equity ownership with selective external managers to address diversification, risk management and return enhancement.

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Location & Offices