Weybosset Research & Management, LLC

Weybosset Research & Management, LLC is an SEC-registered investment adviser founded in 2000 and based in Providence, Rhode Island. The firm, owned by Fla Lewis III, offers investment advisory and management services to clients, tailoring investment programs to individual financial objectives. Services include managing portfolios comprising various securities such as stocks, bonds, and funds. Weybosset also provides investment models to other advisers. As of December 31, 2023, the firm managed discretionary accounts totaling $307,452,806. For fees, Weybosset charges a percentage based on the portfolio value, with negotiable rates for larger accounts. Fixed fees are available and can be negotiated. Clients can request performance-based fee arrangements. The firm does not receive compensation for selling securities or products. Weybosset does not engage in principal or agency cross transactions and does not offer physical custody of assets. The firm's investment philosophy focuses on fundamental analysis and long-term investing to achieve optimal returns with minimal risk. Weybosset emphasizes research and client-specific strategies. The team, including Fla Lewis III, William M. Sloan, and Justin Deutsch, has no disciplinary history and operates under a fiduciary duty, acting in clients' best interests. Quarterly reviews ensure alignment with client goals and objectives. Clients include high-net-worth individuals, retirement plans, institutions, and corporations.