Since the company was founded in 1959, Train, Babcock Advisors LLC has been dedicated to helping individuals, families, endowments and non-profit organizations in achieving their financial goals. Our approach is straight forward: sound financial advice, suitable investments, and risk and tax mitigation. We meet regularly with clients to re-evaluate and develop strategies to meet changing financial needs. By providing a collaborative environment in which our portfolio managers and research analysts brainstorm and interact to identify high quality companies, we strive to invest for the long term and minimize capital gains tax consequence. By keeping an acute awareness of foreseeable industry and macroeconomic risks, our clients can rely on us in building as well as in preserving their wealth for generations to come.
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.