Investment Management Services locations near Westport, CT

Showing 1–10 of 10 results

This page indexes 10 investment management services listings for Westport, CT. Details on this page were last refreshed Sep 2026.

Proa Wealth Management

📍 41 Whitney St, Westport, CT, 06880

📞 203-226-2716

PROA Wealth Management’s philosophy emphasizes Capital Preservation through an investment strategy called PROActive Investing®. It is founded on the principle that Tactical Asset Allocation can help mitigate risk. Also, it looks for growth opportunities when economic conditions are favorable.

Catamount Management Group

📍 121 Post Rd E, Westport, CT, 06880

📞 203-226-0603

🌐 www.catmg.com

Investment Advisory, Financial Planning

Ayrshire Capital Management

📍 136 Main St Ste 206, Westport, CT, 06880

📞 203-349-5600

The Branded Asset Management Group

📍 90 Myrtle Ave, Westport, CT, 06880

📞 203-227-3520

Iridian Asset Management LLC

📍 276 Boston Post Rd, Westport, CT, 06880

📞 203-341-7859

Updated Sep 2026

Chianti Asset Management

📍 1 Gorham Is Ste 203, Westport, CT, 06880

📞 203-341-3636

🌐 sokana.com

Chianti Asset Management is an investment services firm located in Westport, Connecticut. The firm has an active online presence as of 2024, indicating ongoing engagement in the financial sector. Clients seeking investment advice or management services can find support tailored to their financial goals.

Richmond Capital Management LLC

📍 1 Gorham Is, Westport, CT, 06880

📞 203-293-4044

Bohling Capital Management Inc

📍 257 Riverside Ave Ste 5, Westport, CT, 06880

📞 203-222-3747

RBC Wealth Management

📍 200 Nyala Farms Rd Fl 1, Westport, CT, 06880

📞 203-221-2525

Fermat Capital Management

📍 2 Railroad Pl, Westport, CT, 06880

📞 203-227-9333

🌐 fermatcapital.com