Why Joslin?

We have years of experience meeting the diverse financial needs of many individuals and organizations:  entrepreneurs, executives, medical and tech professionals and their retirement plans, as well as stewards of family wealth and non-profit medical association endowment funds. When you work with Joslin Capital, you get a team with the credentials, sophistication and experience to help you plan and execute any financial strategy. Here are a few of the things that set us apart. 

Accessibility

We think our company is the perfect size for people who want both personal attention and extensive experience and resources. We are boutique by design so we can really get to know each person who entrusts us with their financial well-being. Many of us have come from big companies, but enjoy the personal, friendly feel of a smaller firm like ours. As our client, you can count on access to all the top investment opportunities at the lowest available costs.

Transparency

As a “fee-only” business, we adhere to a fiduciary standard with you – the high bar in our industry. We are committed to your best interests with a fee structure that promotes honesty and transparency. This approach minimizes conflicts of interest and allows us to look you in the eye, knowing we are being totally honest and upfront regarding your costs and our compensation. You’ll never have to wonder whether additional fees are being charged or compensation paid, by you or anyone else.

Suggestions, not sales.

When it comes to financial advisors, we are about as independent as it gets. We are motivated by nothing other than ensuring your satisfaction and attaining your financial objectives. We have no in-house products to push.