James River Investment Strategies, LLC
At Cabot Lodge Securities, LLC, our clients benefit from a well conceived investment strategy to better plan their financial future. With this in mind, here at Cabot Lodge we are committed to providing a diverse array of investment products and services that address our clients' needs and goals. We provide a disciplined and sound investment approach that considers specific needs and goals and accounts for evolving market conditions. Cabot Lodge is a financial services firm uniquely positioned to offer clients a combination of traditional investment offerings and boutique style alternative investment solutions. We offer a broad spectrum of investment products and services via our open architecture product platform. We strive to serve our clients' best interests every day, whether it's in setting up a college fund with parents or consulting with parents or consulting with a senior executive on a multi-million dollar corporate acquisition. Our core belief, upon which all of our business in conducted is a constant: we put our clients' interests first.
Newsletters
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How a Family Limited Partnership Can Power an Estate Plan
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
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Birthday Benefits Quiz
This quiz allows readers to test their knowledge of the ages related to key federal benefits and tax responsibilities.
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Do You Have Enough Life Insurance?
Life insurance needs change over time. This article presents five guidelines to help determine an appropriate amount of life insurance coverage.
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A Pension Strategy That May Boost Your Income
A strategy called pension maximization may enable a married pensioner to elect the higher payments of a single-life annuity while also providing for the spouse’s financial future.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?