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

Vice President and Portfolio Manager at The de Burlo Group, Inc.

Steve Kern, CFA

Client Service

Dennis Donoghue

The de Burlo Group, Inc.

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The De Burlo Group