Investment

• Investment Management
  Wayne has more than 30 years in the investment management business. A founder in 1991 of the money management firm Worcester Partners, Ltd., Wayne developed customized investment strategies for the firm. Prior to the formation of Worcester Partners, Wayne was Vice President in charge of the Portfolio Management Department for State Mutual Life Assurance Company of America where he developed the investment strategy for the company's $9 billion portfolio of investment assets. Wayne also managed the company's trading and hedging operations. Originally from Rockland, ME, Wayne grew up in Newburgh, NY before attending Franklin and Marshall College in Lancaster, PA. Upon graduating from F&M and the Amos Tuck School of Business Administration, he settled in central Massachusetts where he currently lives with his wife, two sons and Goldendoodle.
• Mutual Funds
  Of individual securities. To achieve these points for our clients, we utilize Dimensional Fund Advisor mutual funds along with a variety low cost exchange traded funds (ETF's).

Planning

• Asset Management
  Through trading strategies and portfolio engineering, DFA minimizes transaction costs and enhances returns. These strategies allow the advisor to implement asset allocation plans which aim at capturing the individual risk and return requirements of each client.