Somerville Associates

Overview

Somerville Associates is a small, privately held investment advisory firm that focuses on portfolio management for individuals and small businesses. The firm operates primarily on a discretionary basis and uses a blend of fee models — percentage of assets under management, hourly charges, and fixed fees — to serve different client needs. Investment activity centers on pooled public funds and mutual funds as the core building blocks of client portfolios, with annuities available as an additional product for clients seeking insurance guarantees or retirement income solutions. The firm is not positioned as a capital allocator or an active ESG investor and does not portray itself as a multi-state or pension consultant advisor. Somerville Associates appears to run concentrated, model-driven solutions using mutual funds for broad market exposure rather than a stock-picking approach. That structure supports simplified portfolio construction, outsourcing of sector and security selection to fund managers, and predictable rebalancing. The advisory business is geared to individual and family clients who prefer either ongoing discretionary management or project-based advisory work billed hourly or via fixed fees.

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Public Holdings

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Location & Offices