The de Burlo Group, Inc.

The de Burlo Group, Inc. is an independent SEC-registered investment advisory firm located in the heart of Boston's financial district. Our mission is to provide personalized investment management to; Massachusetts Municipal Retirement Systems, Corporate Profit Sharing Plans, Educational Institutions, Religious/Non-Profit Organizations & Individual Clientele Trusts with an emphasis on long term returns. We have a strong record, managing portfolios for; Retirement Systems compliant with specific Massachusetts Statutes & Regulations, Socially Concerned Organizations & Individuals and Non-profit Entities. C. Russell de Burlo, Jr. founded the firm after serving as Treasurer of Tufts University and managing its endowment, working capital and bond collateral funds. The firm has four full time portfolio managers and five individuals providing operational and administrative support.