The De Burlo Group provides personalized investment management to institutions, individuals, and governmental entities, emphasizing long-term results.

The De Burlo Group

The de Burlo Group, Inc. | 29 followers on LinkedIn. Serving Institutions &amp; Managing Portfolios Since 1984 | The de Burlo Group, Inc. is an independent SEC-registered investment advisory firm located in the heart of Boston’s financial district.  Our mission is to provide personalized investment management to; Massachusetts Municipal Retirement Systems, Corporate Profit Sharing Plans, Educational Institutions, Religious/Non-Profit Organizations &amp; Individual Clientele Trusts with an emphasis on long term returns.  

We have a strong record, managing portfolios for; Retirement Systems compliant with specific Massachusetts Statutes &amp; Regulations, Socially Concerned Organizations &amp; Individuals and Non-profit Entities.

President and Portfolio Manager with The de Burlo Group

Michael Shade, CFA

DEBU

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The De Burlo Group