We will create an investment portfolio that caters to your goals, current situation, and risk acceptance. We work with you, your business, or your institution to create retirement programs that serve your best interests. We manage our clients' wealth and assets with the highest levels of integrity and personalized service.
We take time to understand your goals and then develop to get you from where you are to where you want to be. Feel free to give us a call and hear how Boston Asset Management can create a financial solution for you.
We take time to understand your goals and then develop to get you from where you are to where you want to be. Feel free to give us a call and hear how Boston Asset Management can create a financial solution for you.
Services
Founded in 1992, Boston Asset Management is a boutique financial services firm, headquartered in Clearwater, Florida, that serves private clients, institutions and fiduciaries. Client assets are held at Fidelity Investments and other major financial institutions. We provide unbiased financial expertise, as we do not have vested interests in one investment solution over another.
Whatever your individual needs, goals, or dreams are, success starts with a plan. That is why we begin every relationship by taking the time to understand you, your family, and your business or organization. We commit substantial resources to assess where you are today, understand where you want to go, and create a customized solution to help you get there.
First, we will take the time to understand your current financial picture. Your assets (financial and real), liabilities, cash-flow, insurance, tax situation, and estate planning documents will be assessed. Once we understand where you are today, we will begin to truly understand where you want to be.
Boston Asset Management is a boutique financial services firm, providing a full range of wealth management solutions. Among our strongest assets is the personal approach we embrace in everything we do. We focus on getting to know you, your needs and your goals in order to customize your financial plan.
Boston Asset Management uses our team's assets to protect your assets and interests. Our personalized approach is our strongest asset. We create an investment portfolio that caters to the client's goals, current situation, and risk acceptance. BAM uses a blend of fundamental and technical analysis, along with macro-economic data to analyze the opportunity set of investments.
Reviews
Be the first to review Boston Asset Management.
Write a Review
