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Bingham Legg Advisors, LLC
45 Milk Street
Boston, MA 02109
Telephone: 617.457.2025
Fax: 617.457.2001
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Manager Overview:
Founded in 1999, Bingham Legg Advisers LLC is a registered investment advisor with a primary focus of providing customized, private wealth management for individuals and families. At the core of their services is a sophisticated, tax-sensitive investment tailored to fit each client's particular circumstance. Bingham Legg works with clients to develop and implement appropriate financial strategies for all assets including marketable securities, closely held stock, real estate or limited partnership interests.
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Peter E. Simmons, J.D.
President & Chief Executive Officer
B.S. University of Massachusetts, Dartmouth
J.D. Suffolk Law School
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Investment Philosophy:
Bingham Legg Advisers LLC maintains an infrastructure large enough to handle the most sophisticated financial matters, yet is nimble enough to provide the high level of service that clients have to come to expect.
Portfolio Managers are charged with the duty of reviewing the client's current holdings and beginning the process of carefully structuring (or restructuring) the client's portfolio. This process takes into consideration the client's existing holdings, risk tolerance, tax sensitivity, time horizon and family structure. Subsequently, Portfolio Managers will refine and adjust holdings in light of changing circumstances and view of the marketplace.
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