Our Mission

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.