"We use our professional experience 

to organize financial affairs

so that clients confidently yield

the most value out of everything that they own."

 

Old School Capital LLC focuses on supporting New Englanders seeking to:

    • Enhance and defend personal wealth;
    • Provide for family educational and retirement needs;
    • Manage portfolios of liquid and illiquid investments;
    • Protect relatives that are aging or have special requirements;
    • Participate in philanthropy;
    • Build an enterprise;
    • Finance business growth; and/or 
    • Engage in corporate development activities.

Old School Capital delivers a "Personal Chief Financial Officer" service of institutional-quality to clients on a flexible basis.  At times, a client may simply require advice on meeting retirement goals with professional oversight of an investment portfolio or on financing a business.  A change in personal circumstances may later encourage this same client to request that Old School Capital play the role of quarterback in cooperatively and effectively marshaling a team of independent professionals in the attainment of desired goals.  Such a team could include the client’s accountant, personal attorney, estate attorney, corporate attorney, private banker, commercial banker, investment banker, insurance agent, stock broker, benefits consultant and pension consultant.  Additionally, Old School Capital can assist the client in identifying high quality service providers for specialized needs, and in some situations directly deliver required services on a contract basis.

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One Lupine Road
Andover, MA   01810
Phone 978-475-9040    Fax 978-662-3265
info@oldschoolcapital.com
IMPORTANT CONSUMER DISCLOSURE


Old School Capital LLC ("Old School Capital") is an investment advisory firm registered with the Commonwealth of Massachusetts. Its headquarters are located at One Lupine Road in Andover, Massachusetts.

Old School Capital and its representatives are in compliance with current registration and/or filing notice requirements imposed upon registered investment advisers by the Commonwealth of Massachusetts. Old School Capital may only transact business in those states in which it is registered, or qualifies for an exemption or exclusions from registration requirements by applicable state law.

Old School Capital's web site is limited to the dissemination of general information pertaining to its investment advisory, financial planning and consulting services.  Accordingly, Old School Capital’s web site on the Internet should not be construed by any consumer and/or prospective client as Old School Capital's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Old School Capital with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Advice can only be rendered after all of the following conditions are met:
  1. The delivery of Old School Capital’s Form ADV Part II to the prospective client;
  2. The execution of an Advisory Agreement between Old School Capital and the prospective client;
  3. The payment of any advisory fees due to Old School Capital from the prospective client, as per the executed Advisory Agreement.

For information pertaining to the registration status of Old School Capital, please contact the Securities Division of the Office of the Secretary of the Commonwealth, Commonwealth of Massachusetts, in Boston, Massachusetts.

The information in this web-site is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, does not purport to be complete and is not intended as the primary basis for investment decisions. It should not be construed as advice meeting the particular needs of any investor. All references that might be made to an investment or portfolio's performance are based on historical data and one should not construe that such performance will continue in the future. Further, Old School Capital does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by any unaffiliated third party provider, whether linked to Old School Capital's web site or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided appropriately.
        
    ©2010 Old School Capital LLC. All rights reserved.