Borthwick Associates, Inc. is an independent,  Securities & Exchange registered Investment Advisor focusing on equity management. We have been building portfolios tailored to meet the investment objectives of individuals, families and small corporations since 1981.

Investing your hard earned money can be a daunting experience for even the most seasoned investor. That’s why our team of  professionals will work closely with you to develop a portfolio that is tailored to your individual goals and risk comfort level. Our owner/portfolio managers are always available to answer any questions or concerns you may have because your assets are too personal and too important to discuss with some poorly trained customer service representative. If you’re tired of feeling like just another account number to your financial advisor, let us show you how rewarding a personalized investment experience can be.

Borthwick Associates offers three investment products to help our clients meet their long term investment goals:

• Our Managed Account Program offers customized portfolios and caters to clients with a minimum portfolio of $250,000*.
• Borthwick Partners Fund is a shared equity portfolio for the growth investor. Our Fund is priced daily and has a minimum investment of 50 Units*.  The cost of 50 Units as of 5/31/08 was approximately $80,000.
• Our Exchange Traded Fund (ETF) Program is  geared toward smaller IRAs looking for a more targeted portfolio than what the average mutual fund typically provides. The minimum investment is $120,000*.
  

We invite you to explore our website to gain a deeper understanding of our investment products, meet our professionals and sample our monthly newsletter, the Borthwick Beacon.