Boston Portfolio Advisers, LLC is an independently-owned, fee-only wealth management firm. Boston Portfolio Advisers was founded based on the belief that individuals and families can benefit from the same investment principles and strategies that large, sophisticated institutions use in the management of their capital.
This investment approach employs wide diversification using multiple asset classes and sectors, varied investment management styles and low expenses. As a registered investment adviser, Boston Portfolio Advisers owes its clients the highest fiduciary standard to serve their interests alone.
This investment approach employs wide diversification using multiple asset classes and sectors, varied investment management styles and low expenses. As a registered investment adviser, Boston Portfolio Advisers owes its clients the highest fiduciary standard to serve their interests alone.
Services
In contrast to traditional securities brokers, insurance agents and many financial planners, Boston Portfolio Advisers acts as its clients' agent, not as a principal, which means that it owes them the highest fiduciary duty to serve their interests alone. Boston Portfolio Advisers is compensated only on the basis of the current value of client accounts, and it receives no compensation from third parties.
Bradford G. Williams, MBA is President and Chief Investment Officer of Boston Portfolio Advisers, LLC (BPA). He cofounded BPA with Jay Lebed in 2015 after working together for nine years at Boston Investment Advisers (BIA). At BIA, Brad was a Client Counselor, Director of Investment Research and Chief Operating Officer.
Boston Portfolio Advisers team has over 55 years of experience helping individuals and families meet their personal, retirement and charitable goals. The investment relationship begins with a thorough understanding of the client's financial goals, time horizon, income needs and risk tolerance. This fiduciary process culminates in the creation of an Investment Policy Statement.
As a registered investment adviser, Boston Portfolio Advisers is obligated by law and custom to act as a pure fiduciary on behalf of its clients just like their lawyer or accountant. For example, it takes no compensation from third parties and has no other incentive or interest to pursue. Boston Portfolio Advisers only charges a percentage fee that rises or falls in dollars with account value.
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.
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