Laflam And Haggerty Investment Advisers Corp.

Overview

Laflam And Haggerty Investment Advisers Corp. is a small, privately owned advisory firm that focuses on portfolio management for individuals, families and small businesses. The firm charges fees as a percentage of assets under management and shows a clear preference for public equities as the primary allocation across client portfolios. It does not position itself as an ESG specialist, does not operate across multiple states, and is not structured as a capital allocator — instead it relies on third‑party managers where alternative strategies are used. The adviser’s client base is predominantly high‑net‑worth individuals and families, which drives an emphasis on liquid, exchange‑traded instruments for core exposures, supplemented by selective use of mutual funds and alternative vehicles for diversification and income. Advisory activity is managed at the account level with discretionary authority across client relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices