Bourne Lent Asset Managament, Inc.

Bourne Lent Asset Management provides discretionary investment management and related advisory services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, businesses and municipal entities. The firm manages approximately $343.9 million for about 78 clients, supported by three advisory professionals and operating from five offices.

The firm’s investment process is built on fundamental analysis and customized portfolio construction, with a primary emphasis on individual equities and individual bonds while also using mutual funds and ETFs as needed. Bourne Lent typically pursues a long‑term strategy tailored to each client’s goals, risk tolerance and tax considerations, but will trade more actively for rebalancing, cash needs, tax‑loss harvesting or changing market conditions and provides ERISA/IRA fiduciary advice where applicable.

Several features distinguish Bourne Lent from many peers: it maintains five offices despite a small adviser team, a configuration that is uncommon among similarly sized supported firms, and it serves state and municipal clients, a client segment noted as rare in its peer group. The firm also has had an established practice since 1983 and maintains institutional relationships with custodians such as Fidelity and Raymond James that provide software and operational support to the adviser.