Boston Portfolio Advisers, LLC

Six Beacon Street, Suite 925, Boston, MA 02108
Wealth Management for Individuals, Families and Organizations

Asset Management

Asset Management – Boston Portfolio Advisers

Choose Boston Portfolio Advisers For Your Asset Management

Boston Portfolio Advisers is an independently-owned, fee-only wealth management firm that has been providing asset management services for over 20 years. Our clients choose Boston Portfolio Advisers for our asset management services because we act as our clients’ agent, not as a principal, which means we owe them the highest fiduciary duty to serve their interests alone. Our asset management decisions are unbiased, and our only goal is to build and maintain client wealth.

Experienced Asset Management

Whether as an interim or long-term solution, Boston Portfolio Advisers provides the experience and skill to support your asset management needs using a systematic process of deploying, operating, maintaining, upgrading, and disposing of assets cost-effectively. As a fee-only independent adviser, Boston Portfolio Advisers does not receive any compensation from asset management firms. We treat your portfolio as if it were our own.

Our asset management services include actively managing loaning, leasing, and securitizing portfolio assets to:

  • Optimize financial returns
  • Improve asset performance
  • Manage and reduce the portfolio’s risk of loss

High Quality Asset Management

Every client’s asset management needs are unique, and our asset managers will work with you to customize the specific services that you need. Boston Portfolio Advisers uses only publicly traded mutual funds, ETFs, stocks and bonds to manage client portfolios. All client assets are held by large, well-known third-party custodians to ensure secure asset management.

Please call 617.227.7807 or email today to request a consultation and learn how Boston Portfolio Advisers can provide you with experienced, personalized asset management.

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Our Pledge to Clients

  • We will treat your portfolio at Boston Portfolio Advisers as if it were our own.
  • We will invest for the long-term by always striving to maximize returns while controlling risk.
  • We will seek to minimize your investment expenses.
  • We will not accept any payments or anything of value from third parties that might influence the investments in your portfolio.
  • We will invest our personal assets in parallel with yours.
Boston Portfolio Advisers, LLC

Six Beacon Street, Suite 925, Boston, MA 02108

phone: (617) 227-7807 | fax: (617) 227-7809
email: Info@BostonPortfolioAdvisers.com

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