Validated Financial Wealth Services
Enter our home and discover why clients are making the move to Little House Capital.
Our Offerings
Information for
35 Braintree Hill Park
Suite #100
Braintree, MA 02184
Our Promise – To offer exceptional customer service coupled with institutionally inspired investment solutions enabling clients to achieve their life goals.
98%
Client Retention Rate*
Our Values
Integrity
Hold ourselves to the highest ethical, fiduciary, and moral standards
Transparency
Accountability, openness, communication, and trust – the pillars on which we build lasting client relationships
Technology
Embrace the rapid evolution of technology and are willing to move beyond traditional
Culture
Foster a collegial and collaborative work environment built on a free and open exchange of ideas
Community
Committed to helping others and supporting the communities in which we work and live both with our time and financial resources
Our Offerings
Little House Capital operates three distinct business lines designed to offer our clients access to solutions tailored to specific needs both at the individual and corporate levels. We invite you to explore our core capabilities and discover the offering best suited for your needs.
Link to: Wealth Management
Wealth Management
For individuals looking for detailed financial or estate planning, tax assistance, investment management or asset protection
Link to: Institutional/ OCIO
Institutional/ OCIO
For Advisors and Institutions who want access to our fully automated investment platform, proprietary products, and research content
Link to: Corporate Retirement Solutions
Corporate Retirement Services
For Companies looking for a cost-effective and comprehensive retirement solution
Latest Insights and Updates
Link to: News
News
Little House CapitalLink to: Market Insights
Market Insights
Little House CapitalLink to: Quarterly Chartbook