Somerville Investments is an investment management company with offices in Hockessin, Delaware and Baltimore, Maryland. 

We focus on two areas: planning and portfolio management. For financial planning, Somerville Investments uses Wells Fargo’s proprietary Envision® process, supplementing that tool with Emoney’s suite of robust planning solutions. Our approach to portfolio management is comprised of a unique process of identifying the largest holdings of exceptional value investors to build diversified client portfolios.

Somerville Investments

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Somerville Investments

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Teams

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