Our Company
Our firm provides private portfolio management for a select group of high net worth individuals, wealthy family groups, institutions, pension and profit-sharing plans.
Each account is individually managed. Our investment strategy focuses on identifying the most powerful global economic trends, and then selecting those companies that operate on a worldwide basis and are expected to profit greatly from those trends.
The goal of our firm is to provide individuals and smaller institutions the same high quality, fundamental investment services offered to large pension funds, but for accounts as small as $100,000.
Established on Cape Cod in 1986, the key to our long-term success is a combination of
value-based investing with a global perspective. Our goal is to deliver above average performance without creating a disproportionate amount of risk and volatility.
Our Investment Approach
Because we conduct our own market research and form our own investment opinions, we are aware of stock market trends that are often hidden behind the news, and act accordingly.
We are “old fashioned” stock pickers, who really do what stock pickers are supposed to do.
We do our own research. We read voraciously and devour financial statements.
By choice we are located on Cape Cod, far from the herd mentality of Wall Street. We don't react to the continuous parade of analyst opinion in the media. Instead, we take a patient, long-term approach to investing, consistent with the relaxed, thoughtful atmosphere here on the Cape. We don’t panic during times of market volatility.
We follow a small group of companies passionately, get to know them extremely well, and hold onto them for a long time. If we begin to see changes in a company that we believe will affect the long-term benefit to our clients, we will sell.
Portfolio Managers
Tom McIntyre
Tom has been President of McIntyre, Freedman & Flynn since 1992, and Chief Portfolio Manager since 1991. Tom leads the effort in digging out attractive companies for our portfolios, following them in detail, and determining the right time to add the stocks to investors’ accounts. When it comes time to eliminate a company from our list, Tom assumes final responsibility for that decision.
Originally from Lenox, Massachusetts, in the heart of the Berkshires, Tom graduated with high honors from Notre Dame in 1977, with a degree in Economics. He earned his MBA from Notre Dame in 1979. McIntyre is a Certified Public Accountant, and a Chartered Financial Analyst (CFA), with over twenty-five
years experience in financial analysis and portfolio management. He has been
quoted in many of the important financial journals and live radio including the
MarketWatch with Chuck Jaffe, Wall Street Journal, Barron’s, the Financial Times of
London, Money Magazine and Kiplinger’s.
Rob Flynn
Rob joined McIntyre, Freedman & Flynn in 1996 as an Equity Analyst. Rob’s exhaustive research ability and penchant for discovering new investment opportunities has had an overwhelmingly positive influence on our performance.
In 1999, Rob was promoted to Vice President of our Global Equity Mutual Fund,
Vice President of McIntyre, Freedman & Flynn and became a partner of the firm.
Rob is a 1996 graduate of Notre Dame, where he earned his Bachelor’s degree in
Business Administration.
Client Services and Administrative Support Team
McIntyre, Freedman & Flynn
has a well-qualified and experienced administrative support group. Combined,
they total over fifty years of experience at the firm. They are always
available to answer your questions or solve any problem. We are not a
mega-sized firm, and we have always prided ourselves on fast and efficient
service with that friendly Cape Cod “family” touch.
We offer you the
informality of having access to all the professionals in our office. We are
available to meet with you and answer your questions. But we never lose
sight of our primary goal at McIntyre, Freedman & Flynn:
To deliver above average returns to our clients, while taking
on intelligent risk.
Doug Sivco
Doug Sivco joined the firm in January 2002. As Director of Client Relations,
Doug puts his extensive financial background to work assisting clients of
McIntyre, Freedman & Flynn with questions about their portfolios and introducing
prospective investors to the benefits of our services.
A 1980 graduate of Rutgers University, Doug worked as a TV anchor for NBC in the North Carolina and Pennsylvania markets during the 1980's. He hosted the nightly business report and covered important business and stock market events for the stations. Doug changed careers in the 1990's to be more directly involved in Wall Street. He became a financial consultant for Dean Witter, Morgan Stanley, and then for Bank Boston when he relocated to New England.
