WEYBOSSET RESEARCH & MANAGEMENT, LLC

Overview

Weybosset Research & Management, LLC is a small, fee-based advisor that focuses on portfolio management for individuals and small businesses. The firm operates under an individual ownership structure and has been SEC-registered since 2000. Its client base is primarily individual and family accounts, and it charges a mix of percentage-of-AUM fees, fixed fees, and performance-based fees depending on the engagement. Investment activity is skewed toward equities, with a clear preference for exchange-traded securities as the primary building blocks of client portfolios. The advisor does not identify as an active ESG investor and reports managing accounts on a discretionary basis. Advisory services are centered on direct portfolio management rather than pension consulting or large-scale institutional allocation.

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Location & Offices