Blrch Investment Advisors LLC

Lese Investments, based in Boston, MA, managed the CGM Funds, which included the CGM Focus Fund, CGM Mutual Fund, and CGM Realty Fund. In September 2022, it was announced that the investment adviser would cease operations, leading to the liquidation of all funds by November 30, 2022. Shareholders were advised about the potential tax implications of the liquidation and were provided with instructions for handling their accounts, including options for redeeming shares and managing tax reporting. The funds were officially closed to new purchases, and shareholders were informed about the distribution of liquidation proceeds. Generated from the website

Asset Management is a financial services firm based in Boston, MA, specializing in the management of various types of assets for clients. With a focus on strategic planning and investment analysis, the company aims to help individuals and organizations optimize their financial portfolios and achieve their long-term goals. Generated from their business information

Zurich Scudder Investments is a financial services firm based in Boston, MA, specializing in investment management and advisory services. With a focus on strategic financial planning and asset allocation, the company aims to assist clients in achieving their long-term financial goals through personalized investment solutions. Generated from their business information