Choose Boston Portfolio Advisers As Your Investment Advisor
Boston Portfolio Advisers is an independently-owned, fee-only wealth management firm that has been providing investment advisor services for over 20 years. Our clients choose Boston Portfolio Advisers as their investment advisor because we act solely as our clients’ agent, receiving compensation only on the basis of the current value of client accounts. In our role as your investment advisor, all of our decisions are unbiased making our only focus on building and maintaining your wealth.
Experienced Investment Advisor
When choosing an investment advisor, you want to work with someone who’s primary interest is your financial well-being, who has the qualifications and expertise to manage your money wisely, and who follows the fiduciary standard of putting your interests above our own. Boston Portfolio Advisers’ team has over 55 years of combined experience in managing investments. As a registered investment advisor, we do nothing else besides managing our clients’ money. And since we are a fee-only independent investment adviser, we don’t receive any compensation from asset management firms. We work with individuals and families as an investment advisor to help them meet their personal, retirement and charitable goals.
Trustworthy Investment Advisor
Every client’s needs are unique, and as your investment advisor we’ll work with you to customize the specific services that you need. We treat your portfolio as if it were our own, using 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 the security of your assets.
If you’re looking for an experienced, trustworthy investment advisor, please call 617.227.7807 or email today to request a consultation and learn how Boston Portfolio Advisers can help you build and maintain your wealth.
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.