Investment management
The firm provides personalized investment management with an emphasis on long-term returns.
Source: LinkedIn company description · Retrieved October 13, 2026
The de Burlo Group, Inc. is an independent SEC-registered investment advisory firm located in Boston’s financial district.
The firm has four full-time portfolio managers and five people providing operational and administrative support.
Based on the company’s public LinkedIn information, supplied through RevenueBase.
The firm provides personalized investment management to Massachusetts municipal retirement systems, corporate profit-sharing plans, educational institutions, religious and nonprofit organizations, and individual clientele trusts.
The firm provides personalized investment management with an emphasis on long-term returns.
Source: LinkedIn company description · Retrieved October 13, 2026
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RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 3, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 27, 2026. How the company lists are built.
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