Foundations and Endowments Boston Investment Advisers Investment advisory services focused on foundations and endowments are a natural extension of Boston Investment Adviser's disciplined approach to building and managing wealth. Boston Investment Advisers has experience in helping non-profits balance the often-conflicted pressures of meeting immediate cash needs and growing their funds for future use.
Boston Investment Advisers can assist a non-profit's Board of Directors in fulfilling their fiduciary obligation and assist it in developing an appropriate Investment Policy Statement that identifies and prioritizes financial goals. Boston Investment Advisers will then meet with the Board periodically to review current investment performance and any needed changes in strategy.
To learn more about the fiduciary duties of endowment managers, click here
Retirement Plans Boston Investment Advisers
Boston Investment Advisers can help business owners manage their retirement plans, including 401(k) plans. The Pension Protection Act of 2006 allows registered investment advisers like Boston Investment Advisers to act as fiduciaries alongside plan trustees in order to help them fulfill their fiduciary obligations through quarterly reporting, ongoing due diligence and participant education.
Boston Investment Advisers recommends to retirement plan sponsors many of the same high-quality managers that are found in our high net worth client portfolios. These plans feature low-cost retirement mutual fund shares and now also have the option of one-stop Target Date retirement funds.
Perhaps most importantly, Boston Investment Advisers offers objective investment advice to plan sponsors without the conflicts of interest created by the commission structure of traditional retirement plan brokers.
