Excalibur is an independent and privately owned investment advisory firm founded in Boston in 1979 and registered with the Securities and Exchange Commission under the Investment Advisors Act of 1940. Our success has been based upon our discipline to deliver consistent positive long-term investment performance specific to each client’s objectives combined with our highly focused emphasis on service and strict confidentiality. Our investment professionals average over 20 years of investment experience, have diverse and complementary backgrounds and work closely as a team. We align our interests with those of our clients by earning no commission on the purchase or sale of securities or financial products and are compensated entirely through asset-based fees.

While Excalibur's sole business is separate account investment management, we fully recognize that a client’s investment portfolio must consider many different strategic wealth management issues including income needs, risk tolerances, income tax and estate planning, etc. Excalibur is committed to learning and understanding this "big picture" from the outset and, if requested, integrating our investment experience with the counsel of the lawyers, accountants, and other professional advisors. This knowledge raises the efficiency of our portfolio management for the client’s benefit.

Excalibur manages each client portfolio separately and according to their specific financial parameters. All client assets are deposited with the largest U.S. financial institutions which independently provide monthly reports as well as on-line access.