Boston Portfolio Advisers, LLC

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

Recently Governor Baker declared a State of Emergency and subsequently ordered closure of non-essential business in Massachusetts due to the COVID-19 virus outbreak. As an essential business our office is open, the main phone lines are being answered and although we may be working remotely there should be no perceptible difference in how we conduct business.

For clients in Texas, please be advised that we are relying on the ADV filing waiver 45-day extension issued by the Texas State Securities Board Rule 139.23 due to the COVID-19 pandemic. It is our intention to have our ADV filed by May 15, 2020.

Boston Portfolio Advisers is hosting a reception next Tuesday evening at the Union Club in Boston. The Oak Room overlooks the Boston Common and offers a beautiful setting for conversation, food and drink as we try to provide some perspective on the financial landscape for clients, friends of the firm, and anyone looking for insight on investing in 2016.

Concerns over oil, China and geopolitics have roiled markets twice over the last nine months, prompting many to wonder if their portfolios are properly positioned. We’re excited to have Ronald L. Altman, portfolio manager of the ASTON/Anchor Capital Enhanced Equity Fund as our guest speaker, talking about risks and opportunities in the capital markets.  Ron previewed his remarks for us the other day and they promise to be engaging and thought provoking.  Please join us if you can!

union club 2




Boston Portfolio Advisers, LLC

Six Beacon Street, Suite 925, Boston, MA 02108

phone: (617) 227-7807 | fax: (617) 227-7809

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