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.

Retirement Plans - Wealth Management Services

Retirement Plans

Boston Portfolio Advisers can provide objective advice to retirement plan sponsors who seek professional investment expertise. As a fee-only independent adviser, Boston Portfolio Advisers does not receive any compensation from asset management firms. This independence removes the inherent conflicts of interest when the investment provider also offers advice.

By serving as a plan’s co-fiduciary, Boston Portfolio Advisers helps fulfill the sponsor’s responsibilities to: seek objective and prudent investment expertise, act exclusively in the interest of plan participants, monitor investment options and offer participant education.   Boston Portfolio Advisers fiduciary approach allows management to focus on its business while fulfilling its fiduciary responsibilities under ERISA.

Boston Portfolio Advisers established investment research capability allows it to offer mutual fund options from multiple fund families to employees in participant-directed retirement plans such as 401(k), 403(b) and deferred compensation plans. Plan design emphasizes low expenses and wide diversification. Fund selection emphasizes risk-adjusted performance within their peer group, management tenure and fund family stewardship. As a result, participants often use the same investment managers Boston Portfolio Advisers uses with its high net worth clientele.


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

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