Joslin Capital Advisors

Our Kind of Client
While our clients come from various walks of life, our practice is concentrated on serving the long-term investment and financial advisory needs for the following:

Higher-income and high-net worth individuals, their families and trusts
Professionals and professional group retirement plans, primarily in the medical, dental and high-tech industries
Endowment funds for larger non-profit associations
Business owners
Retirees and “pre-retirees”

To ensure that we maintain our high quality standards, we accept only a limited number of new client engagements per year.

Your Kind of Advisor

Unsurpassed service
Unquestionable ethics and integrity
Experienced, analytical and consultative approach
Caring and enthusiastic – We are passionate about our work and the role we serve with our clients
No product push or incentive to do so; we are wholly independent of all service providers
Transparent fee structure

Are We a Fit? Your First Step.
Call us to arrange for either an in-person or a telephone appointment to find out more about us. If you wish to learn more, we will send you our confidential Profile Questionnaire so that we may gather more information about you to determine whether we may be a fit for you. If we both feel there is a fit, after we have reviewed this information we will set a mutually agreed-upon date to meet and initiate our relationship.

Securities and Advisory Services offered through KMS Financial Services, Inc.
A registered broker/dealer. Member FINRA & SIPC.