Coston, McIsaac & Shea Financial Advisors

Coston, McIsaac & Shea provides investment management and consulting primarily to individual clients, with services also available to organizations and trusts. The firm offers both discretionary and non‑discretionary portfolio management, retirement planning and project‑based consulting, and occasionally advises on non‑securities matters such as insurance or real estate.

The firm emphasizes long‑term asset allocation across asset classes, typically using low‑cost, no‑load mutual funds and select individual equities with a dividend focus, and employs both fundamental and technical analysis while generally avoiding frequent trading, margin and options. CM Partners also manages held‑away accounts and retirement plan assets and relies on third‑party research and its custodian (Charles Schwab & Co.) in implementing investment decisions.

CM Partners is distinguished by its affiliations with an accounting practice and an affiliated registered investment adviser: several of its investment adviser representatives are employed by Coston & McIsaac, CPA’s (C&M CPA’s), the firms share personnel and some facilities while maintaining separate books and records, and CM Partners has consolidated accounts from the affiliated C&M Advisers with plans to add additional adviser representatives and shareholders. While no client is required to use the other firms’ services or pay inter‑firm referral fees, this multi‑disciplinary and partly integrated structure is less common among similarly sized advisory teams.