Excalibur Management Corp

Excalibur Management Corporation is an independent registered investment advisor founded in Boston in 1979. The firm specializes in serving high-net-worth individuals, families, foundations, business entities, and endowments. Their investment management services focus on maximizing risk-adjusted returns while prioritizing the safety of clients' assets. The firm offers customized multi-asset portfolios, custom equity and fixed income investing, and integrated financial planning services. Excalibur's investment strategies include fundamental and technical analysis, with a focus on risk-appropriate returns and long-term wealth creation. The firm charges fees up to 1.0% annually of account market value for investment management services, billed quarterly in arrears. Clients have the option to have fees deducted from their accounts or be billed directly. Excalibur acts as a fiduciary, obligated to act in clients' best interests and avoid conflicts of interest. The firm does not charge performance-based fees or engage in side-by-side management. Excalibur requires a minimum net worth of $1,000,000 for investment advisory services and financial planning services, with waivers granted at their discretion. The firm does not have physical custody over client accounts, which are held by qualified custodians. Clients receive quarterly statements from custodians and periodic reports from Excalibur. The firm's team includes experienced professionals with diverse backgrounds and expertise, ensuring a comprehensive approach to wealth management.