ABOUT

We Are Directly Accountable For Your Satisfaction

My Image

A Private Wealth Management Firm Located in Needham, Massachusetts and New York City

A Private Wealth Management
Firm Located in Needham, Massachusetts and New York City

A Private Wealth Management
Firm Located in Needham,
Massachusetts and New York City

Commons Capital Advisors is a private wealth management firm founded on the belief there are many inconsistencies with the traditional Wall Street relationship. While economies of scale may substantially benefit financial institutions, they also create potential costs in the form of conflicts of interest. Our independence frees us from those biases and allows us to focus on what is important — you.

We have an extensive background providing comprehensive wealth management advice and services to individuals, businesses and organizations with a focus on discretionary asset management. In addition to portfolio management, our practice concentrates on educational and retirement planning, company stock options, risk management, legacy planning, philanthropic gifting and banking.

Commons Capital Advisors is a private wealth management firm founded on the belief there are many inconsistencies with the traditional Wall Street relationship. While economies of scale may substantially benefit financial institutions, they also create potential costs in the form of conflicts of interest. Our independence frees us from those biases and allows us to focus on what is important — you.

We have an extensive background providing comprehensive wealth management advice and services to individuals, businesses and organizations with a focus on discretionary asset management. In addition to portfolio management, our practice concentrates on educational and retirement planning, company stock options, risk management, legacy planning, philanthropic gifting and banking.

Commons Capital Advisors is a private wealth management firm founded on the belief there are many inconsistencies with the traditional Wall Street relationship. While economies of scale may substantially benefit financial institutions, they also create potential costs in the form of conflicts of interest. Our independence frees us from those biases and allows us to focus on what is important — you.

We have an extensive background providing comprehensive wealth management advice and services to individuals, businesses and organizations with a focus on discretionary asset management. In addition to portfolio management, our practice concentrates on educational and retirement planning, company stock options, risk management, legacy planning, philanthropic gifting and banking.

Environmental
Sustainability

We strive to be leaders in environmental stewardship and have implemented specific steps to reach our goal of becoming a net zero organization. While we are a young limited liability corporation, we recognize the importance of making every effort possible to have minimal impact in our day-to-day operations. Our firm contracts Michelle M. Yack, LEED AP ID+C, to create, implement, measure and evaluate ongoing companywide green initiatives.

We strive to be leaders in environmental stewardship and have implemented specific steps to reach our goal of becoming a net zero organization. While we are a young limited liability corporation, we recognize the importance of making every effort possible to have minimal impact in our day-to-day operations. Our firm contracts Michelle M. Yack, LEED AP ID+C, to create, implement, measure and evaluate ongoing companywide green initiatives.

Corporate
Governance

We believe that good business means more than just strong financial performance and operational excellence. At Commons Capital Advisors, good business begins with a commitment to the highest ethical standards. By doing the right thing and operating with integrity and transparency, we build and maintain credibility and trust with our employees, clients, vendors, partners, and the community.

We believe that good business means more than just strong financial performance and operational excellence. At Commons Capital Advisors, good business begins with a commitment to the highest ethical standards. By doing the right thing and operating with integrity and transparency, we build and maintain credibility and trust with our employees, clients, vendors, partners, and the community.

Community
Involvement

We support innovative strategic programs and partnerships that help make our communities better, stronger, and more vibrant places in which to live, work, and do business. Through the Commons Capital Advisors Foundation, we invest in areas that promote community well-being from providing food and shelter, conserving natural resources and minimizing our impact on the environment, improving education and encouraging arts and creativity.

We support innovative strategic programs and partnerships that help make our communities better, stronger, and more vibrant places in which to live, work, and do business. Through the Commons Capital Advisors Foundation, we invest in areas that promote community well-being from providing food and shelter, conserving natural resources and minimizing our impact on the environment, improving education and encouraging arts and creativity.

Unwavering
Commitment

We are devoted to creating a work environment in which employees continually demonstrate respect for opinions, attitudes, attributes and feelings of anyone with whom they come in contact with during their daily work. We provide a workplace free from all forms of discrimination and harassment. We encourage everyone to find a balance between their personal and professional lives and give back to the communities where they work and live.

We are devoted to creating a work environment in which employees continually demonstrate respect for opinions, attitudes, attributes and feelings of anyone with whom they come in contact with during their daily work. We provide a workplace free from all forms of discrimination and harassment. We encourage everyone to find a balance between their personal and professional lives and give back to the communities where they work and live.

OUR PRINCIPLES

  • Act in the best interest of the client

    We provide advice and recommendations that are only in the client's best interest. We do this because it is proper, ethical and right. All of our principles are consistent with this philosophy and our way of conducting business.

  • Focus on professional advice, not products

    We are client-centric, which means we focus on delivering sound advice and targeted solutions, not on selling financial products. The only incentive we have in offering particular solutions is whether the client's best interest will be served.

  • Deliver attentive, individualized service

    We provide a high level of personal attention. We make a point of getting to know each client and learning what is important to him or her. Developing personalized insight is key to providing appropriate advice and service.

  • Practice what we preach

    We invest our personal and firm assets based on the same set of investment principles and using the same or comparable securities that we recommend to our clients.

  • Provide full disclosure and transparency

    Management fees are fully disclosed and clearly explained. We give answers in plain English, with whatever level of detail you seek.

  • Follow a fiduciary standard of care

    We follow a fiduciary duty standard of care, which is the highest legal duty of care one party can have to another. We have a legal responsibility to act in your best interest. This is a much higher standard than the less stringent "suitability standard" which most major brokerage firms are subject to.

OUR PRINCIPLES

  • Act in the best interest of the client

    We provide advice and recommendations that are only in the client's best interest. We do this because it is proper, ethical and right. All of our principles are consistent with this philosophy and our way of conducting business.

  • Focus on professional advice, not products

    We are client-centric, which means we focus on delivering sound advice and targeted solutions, not on selling financial products. The only incentive we have in offering particular solutions is whether the client's best interest will be served.

  • Deliver attentive, individualized service

    We provide a high level of personal attention. We make a point of getting to know each client and learning what is important to him or her. Developing personalized insight is key to providing appropriate advice and service.

  • Practice what we preach

    We invest our personal and firm assets based on the same set of investment principles and using the same or comparable securities that we recommend to our clients.

  • Provide full disclosure and transparency

    Management fees are fully disclosed and clearly explained. We give answers in plain English, with whatever level of detail you seek.

  • Follow a fiduciary standard of care

    We follow a fiduciary duty standard of care, which is the highest legal duty of care one party can have to another. We have a legal responsibility to act in your best interest. This is a much higher standard than the less stringent "suitability standard" which most major brokerage firms are subject to.

OUR PRINCIPLES

  • Act in the best interest of the client

    We provide advice and recommendations that are only in the client's best interest. We do this because it is proper, ethical and right. All of our principles are consistent with this philosophy and our way of conducting business.

  • Focus on professional advice, not products

    We are client-centric, which means we focus on delivering sound advice and targeted solutions, not on selling financial products. The only incentive we have in offering particular solutions is whether the client's best interest will be served.

  • Deliver attentive, individualized service

    We provide a high level of personal attention. We make a point of getting to know each client and learning what is important to him or her. Developing personalized insight is key to providing appropriate advice and service.

  • Practice what we preach

    We invest our personal and firm assets based on the same set of investment principles and using the same or comparable securities that we recommend to our clients.

  • Provide full disclosure and transparency

    Management fees are fully disclosed and clearly explained. We give answers in plain English, with whatever level of detail you seek.

  • Follow a fiduciary standard of care

    We follow a fiduciary duty standard of care, which is the highest legal duty of care one party can have to another. We have a legal responsibility to act in your best interest. This is a much higher standard than the less stringent "suitability standard" which most major brokerage firms are subject to.

       

© 2018 Commons Capital Advisors, LLC.
All rights reserved.

    

© 2018 Commons Capital Advisors, LLC. All rights reserved.