Burr & Company, LLC

Trust and Trustee Service

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Investments are made primarily in high-quality companies with meaningful dividend yields, a record of regularly increasing their dividends, and the financial prospects to be likely to continue to do so. Investment programs are designed to protect the financial security that has been accumulated to date, generate current income, and grow the underlying assets for future generations.


Guided by the investment theories of John Burr Williams (1900-1989)
"A hero of value investing” - Business Week
Creator of the dividend discount model for valuing stocks

John Borden Williams, Principal, Certified Financial Planner® 


"One of the most important works in investment and finance." - Warren Buffet

872 Main Street - Osterville, MA 02655 - 508.428.1677

Providing investment management, trustee, and trust beneficiary advocate services