HOME
ABOUT US
INVESTMENT MANAGEMENT
QUARTERLY COMMENTARIES
CALENDAR OF EVENTS
DIRECTIONS
CONTACT US


Boston Investment Management Services

Individual Wealth Management Services Boston Investment Advisers

The investment process begins with a thorough understanding of the client's risk tolerance, financial goals, time horizon and income needs. This fiduciary approach culminates in a formal Investment Policy Statement (IPS) which characterizes each client's unique situation. The Investment Policy Statement is updated periodically to reflect the changing circumstances of a client's life.

Once the Investment Policy Statement has identified the appropriate asset allocation, Boston Investment Advisers uses no-load mutual funds or Exchange-Traded funds as portfolio building blocks instead of individual stocks or bonds. This strategy provides unusually wide diversification including non-traditional asset classes such as international securities, commercial real estate and high-yield fixed income.

The portfolio is then rebalanced periodically to reduce allocations to outperforming asset classes or to add to under performing ones. Portfolio asset allocations may also change based on significant trends or events in the global economy or capital markets.



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.


BOSTON INVESTMENT ADVISERS
Professional Wealth Management Boston MA
 

 Home  |  About Boston Investment Advisers  |  Investment and Wealth Management Services  |  Quarterly Commentaries  News and Information  |  Calendar of Events  |  Sitemap  |  Directions  |  Contact Us 

Boston Investment Advisers - Professional Investment & Wealth Management Services Boston MA
Six Beacon Street, Suite 925 Boston, MA 02108 Phone: 617-227-7807 Fax: 617-227-7809
© 2010 Boston Investment Advisers. All Rights Reserved | Boston Web Design by
AQ Websites