Massachusetts Wealth Management (MWM) manages client assets to the individual need of clients. We actively manage asset allocation within a mix of cash equivalents, investment grade bonds including corporate, municipal and treasury issues, as well as S&P ranked companies. All of our assets are managed on a fully discretionary basis within the confines of an Investment Policy Statement, which we produce for each client.
Services
MWM is a fee based asset manager. We are required to custody your money with a third party. It is in your best interest and for your protection. Currently we use UBS Financial Services, Charles Schwab and Fidelity Investments, but are able to use a custodian of your choice.
We have negotiated favorable commission rates for our client transactions and since our investment philosophy is a long term buy and hold approach brokerage commissions are not a meaningful expense.We do not share in brokerage transactions nor do we require research or other services in exchange for our transaction flows.
We have negotiated favorable commission rates for our client transactions and since our investment philosophy is a long term buy and hold approach brokerage commissions are not a meaningful expense.We do not share in brokerage transactions nor do we require research or other services in exchange for our transaction flows.
Massachusetts Wealth Management provides investment advice to Individuals, Trusts, and Charitable Organizations. We take pride in assisting our clients with all their financial needs from buying a house, saving for college, and planning for retirement. We meet with our clients at a minimum semi-annually, and review their portfolios quarterly.
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