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Capital Analysts of New England, Inc.

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    • Our Principles
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  • Our Advisors 
    • Partners:
    • Christopher R. Connolly
    • Suzanne Conran
    • Steven H. Dubin
    • Christopher M. Duffy
    • Erik C. Hacker
    • Brian J. Hill
    • Thomas E. Hoffman
    • Merrie Leighton
    • Thomas J. McCarthy
    • Kevin A. Morse
    • Gerard T. Robinson
    • Associate Advisors:
    • Raymond Downs
    • James Shannon
    • Todd A. Bragg
  • Prospective Advisors

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  3. Our Principles

Our Principles

Regardless of what type of work we are performing for our clients, there are certain principles that dictate how we operate as a firm.  The following are some of the core beliefs that shape our practice.

  • By serving the needs of the client first all else will fall into place (The Golden Rule);
  • Financial transparency is paramount for a successful long term relationship.  It is imperative that our client’s financial objectives and our business model are in a clear “line of site.”  We sit on the same side of the table as our clients;
  • Our clients, partners and staff deserve a professional organization; 
  • The staff is empowered to address and resolve any problems and concerns immediately.  Things usually go smoothly but when they don’t we make sure they get fixed immediately;
  • We have a significant responsibility to our clients.  They entrust us with important confidential information and we ensure that we safeguard that information; and     
  • Trust is earned.  It takes years to develop the trust our clients have in us and only minutes to undo it.  Careful communication is crucial to maintaining a healthy, long term relationship.  

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Capital Analysts of New England and the firms below are independent and not affiliated.

Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.finra.org, www.sipc.org, www.lincolninvestment.com.

This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. Tax and legal services are not offered through, or supervised by Lincoln Investment, or Capital Analysts.

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