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.

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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