Needham Advisory Corporation

R. B. Needham Advisory Corp. is a state-registered investment advisor established in 1985, offering custom investment management and financial counseling services to individuals, trusts, retirement plans, and endowments. The firm operates on a fee-only basis, acting as a fiduciary to act in the best interest of clients. They do not receive commissions or sell products. The firm's investment philosophy focuses on creativity, professionalism, and comprehensive investment counseling tailored to meet each client's unique needs. They offer a client-responsive approach to managing assets and emphasize long-term performance and client orientation. Clients have the option of discretionary or non-discretionary accounts, with Needham Advisory having the authority to make investment decisions for discretionary accounts without specific client consent. The firm provides a range of services, including goal definition, asset allocation, security selection, investment management, financial counseling, and financial planning. Needham Advisory's fee structure is based on the client's account asset value, with fees billed monthly in advance. The firm's staff includes Robert B. Needham, George J. Kimball, Joseph Gardino, Priscilla Cubelli, and Paige Coleman, each bringing extensive experience and expertise to the firm. Needham Advisory complies with regulatory requirements, such as the Custody Rule, and has no reportable disciplinary history. Clients can access detailed information about the firm's staff, services, and business practices through the SEC's website.