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Bullfinch

Bullfinch Fund is the lead organization of several affiliated investment management companies .The company manages market and administer mutual funds. There are 2 types of this fund for investors to choose from. Bullfinch Unrestricted Fund and Bullfinch Western New York.

Bullfinch Unrestricted Series seeks conservative long-term growth in capital. The fund will invest among common stocks and U.S. government securities maturing within five years. It may also be invested temporarily in money market funds. The fund is willing to invest in the securities of companies with small, medium and large capitalization and companies with strong financials whose stocks sell at historically low prices. The fund may purchase a particular company's stock with up to 25 percent of the assets. The fund is non-diversified.

The company’s has a minimum initial investment for this plan set at 2500 dollars. Minimum subsequent investment is 250 dollars. The Series seeks conservative long-term capital growth. The Series invests primarily in exchange-listed and over-the-counter common stocks, and US government obligations maturing within 5 years. As such, the Series has no current intention to invest in illiquid.

Bullfinch Western New York seeks capital appreciation. The fund normally invests at least 80 percent of the total assets in securities of companies with an important economic presence in the Greater Western New York Region. This fund usually invests among common stocks and U.S. government securities maturing within 5 years. Bullfinch Western New York is ready to invest in the securities of companies with small, medium and large capitalization. It also invests companies with strong financials whose stocks sell at historically low prices. The fund may purchase a particular company's stock with up to 25 percent of the assets. This fund is non-diversified. The minimum initial investment required is 2500 dollars. Minimum subsequent investment required is 250 dollars.

The Bullfinch Western New York Fund seeks capital appreciation through investment in the common stock of companies with an important economic presence in the Greater Western New York Region.

The company is good at what ever they do and that is demonstrated by the fact that they have one of the highest client retention rates in the industry. Their clients' success is mirrored in the company’s own financial performance. The Company has achieved record growth with revenues climbing annually.

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