Mission Statement

Bourne Lent Asset Management, Inc. is a Registered Investment Advisor specializing in the management of portfolios for individual investors and small institutions. As fee-only investment advisors, we prioritize our clients' interests over selling products or receiving commissions. Our commitment to objectivity ensures that we provide personalized, comprehensive, and ethical investment management services while maintaining confidentiality. We adhere to a research-driven approach aimed at delivering the highest quality of service and value to each client. Client assets are securely held by third-party custodians in their respective names, spanning individual accounts, joint accounts, IRAs, personal trusts, and corporate accounts. While we execute investments on behalf of our clients, we do not have direct access to their funds.

Our investment strategy focuses solely on securities listed on major stock exchanges, avoiding short selling and derivatives. This approach underscores our dedication to transparency and aligning our clients' objectives with sound investment practices.