About Us
MacGuire, Cheswick & Tuttle manages about $300 million of fully discretionary and separate investment accounts for wealthy individuals. The three partners are responsible for the accounts, Kevin A. MacGuire, Susan Cheswick Brewer and David P. Tuttle and they represent a diverse and experienced business background. The company was formed in March, 2009 and is an SEC registered investment advisor.
Our firm is owned and operated by the three partners and we adhere to the highest levels of honesty and integrity. The partners work together as team to make the best investment decisions for all our clients and our personal money is invested mostly in the same way. We are nimble and have the ability to make decisions rapidly when necessary and also have the luxury to wait until the optimal time. We value our independence because it allows us to make the best choices for our clients, without regard to corporate structure, mandates or guidelines. Our success comes from putting our clients first, preserving and growing our clients’ wealth and providing objective advice on a myriad of topics. We are approachable and value our close relationship with each client.
Our dedicated staff is
an important part of our company. Their
expertise in client service is outstanding and their knowledge of computer
systems, brokerage, and related activities adds a benefit to our clients. Advanced portfolio management software and
related technology assure immediate accessibility of current, accurate
information. We are always available and
every member of the company takes pride in handling client requests quickly and
efficiently.