The mission of Train, Babcock Advisors is to make capital grow through long term equity ownership of exceptional companies and to minimize its erosion by inflation, taxes, and other claims.
Train, Babcock has two distinguishing hallmarks: the depth of our in-house equity research and the strength of our financial planning and family office services. We provide:
- Portfolio Management Emphasizing Long-Term Growth
- Comprehensive Ongoing Financial Counseling
- Extraordinary Personal Service
This combination is rarely available today, but we believe that it is critical to the achievement of our mission.
Background and Management
Established in 1959 as a registered investment adviser, Train, Babcock Advisors LLC focuses on the special needs of a select client base of 200 families and individuals and manages over $400 million in assets. The firm is owned by its senior professionals and its founder John Train.