Searle & CO.

Searle & Co. is a registered investment advisor based in Greenwich, Connecticut, providing personalized portfolio management services since 2002. Searle & Co. builds customized investment portfolios or uses predefined strategies and model portfolios tailored to client goals and risk tolerance, offering both discretionary and non-discretionary management. The firm primarily invests in equities, bonds, certificates of deposit, municipal securities, and mutual funds, with options for sophisticated strategies like margin use. While Searle & Co. does not hold itself out as a financial planner, some incidental planning may occur during the portfolio management process without additional fees. The firm is also registered as a broker-dealer, which presents potential conflicts of interest regarding commission-based compensation, cash sweep programs, and margin interest. Searle & Co. requires clients to hold their funds with independent custodians such as Pershing.