For information about our products or to request a consultation please contact Steven Carhart by phone at 617-896-3696 or by e-mail at This e-mail address is being protected from spambots. You need JavaScript enabled to view it

A Better Choice for Investors

Until recently, investors and fiduciaries have had to choose between the personal attention of smaller investment firms and the depth and experience of larger, impersonal investment organizations.  Today, there is a better choice.  Trust and Fiduciary Management Services—whose senior managers contribute over sixty years of investment experience gained in many of the nation’s most prestigious investment firms—has joined Copell Financial, one of the most highly rated independent research firms in the country.  The resulting combination forms a firm that combines personal investment services with research depth associated with much larger firms.