Moody Aldrich Partners, LLC


At Moody Aldrich Partners, our drive to deliver superior investment performance is complemented by our focus on providing unparalleled client service. People and technology are our key ingredients to providing first-rate service. We use the Advent and Moxy platforms for account management and trading to ensure accuracy and reliability.

Our commitment includes a dedicated team of experienced personnel, access to portfolio managers, and an annual review of investment objectives and guidelines.

Our quarterly communication packet consists of market and portfolio commentary, performance and attribution analysis, and a summary of transactions. Customized reporting is accommodated on an ad-hoc basis.