Peabody River Asset Management, LLC

Private Wealth Management

Peabody River Asset Management offers discretionary management of the investment portfolios of individuals and families resident in Massachusetts and California. The service includes financial planning.

Endowment Management

Peabody River Asset Management offers discretionary management of the endowment funds of not-for-profit organizations based in Massachusetts and California.

Investment Consulting

Peabody River Asset Management offers investment consulting services to families resident in Massachusetts and not-for-profit organizations based in the state. The services include:

1. Education on the nature of investments and how to oversee the family or endowment portfolio;
2. Advice on how to structure an endowment portfolio;
3. Design of an investment policy statement;
4. Oversight and monitoring of investment managers;
5. Advice on conducting a manager search.

You may download our Form ADV, Part 2, here. Download

You may download our fee schedule, as required by the Commonwealth of Massachusetts, here. Download