MOORS & CABOT, INC

Overview

Moors & Cabot, Inc. operates as an independent broker-dealer and capital allocator that serves both individual/family and institutional clients. The firm combines brokerage, insurance brokerage and registered municipal advisory capabilities with advice and planning: stated services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and the selection of third-party advisers. Its fee mix spans asset-based fees, hourly and fixed fees, and commission arrangements. The firm identifies as an active investor on environmental, social and governance (ESG) considerations and uses external managers as part of its allocation process. As a corporation with a domestic ownership structure, Moors & Cabot positions itself to offer both advisory and brokerage execution while also acting as an intermediary for insurance and municipal advisory needs.

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Location & Offices