1620 Investment Advisors provides investment management and financial planning to individuals, business owners, and financial services firms. Our investment advisory assets total approximately $171 million. Whether you are investing for the future, preparing for retirement, or simply need straightforward, conflict-free investment advice, 1620 offers products and service levels that meet your needs.
As an independent investment firm, we have no incentives to favor certain investment products over others. Our only financial relationship is with our clients. Our investment professionals have an average of over 20 years of investment experience, in addition to advanced degrees and relevant professional designations (e.g., CFA charter).
As an independent investment firm, we have no incentives to favor certain investment products over others. Our only financial relationship is with our clients. Our investment professionals have an average of over 20 years of investment experience, in addition to advanced degrees and relevant professional designations (e.g., CFA charter).
Services
In 1999, 1620 founder Todd Johnston realized his goal of bringing independent investment management services of the highest caliber to the South Shore of Boston. Having worked for years in the heart of Boston's institutional investment community, Todd established a firm dedicated to meeting the investment needs of individuals and business owners, while offering easy access and the highest level of personalized client service.
Unlike many financial service providers, our only financial relationship is with our clients. We have no relationships with insurance companies, brokers, mutual funds, or other intermediaries. We work only for our clients. All of 1620's key investment professionals have extensive experience in the investment industry.
1620's investment process utilizes diversification to limit unnecessary risks in investment portfolios. Client portfolios are typically diversified across multiple asset classes, with fixed income and equity security blends that reflect the client's needs and goals. Within each asset class, portfolios are further diversified across security type and industry.
Regardless of your financial goals, 1620 Investment Advisors can provide the guidance and service level that meets your needs. In all cases, we review with you your investment return goals and risk preferences, income needs, tax considerations, and other special circumstances. The mix among stocks, bonds, cash, and other asset classes is a primary driver of investment returns and risk levels.
As a business owner, you know the value of putting all your assets to work in the most effective, cost-efficient manner possible. In addition, you want to be able to focus your attention on your business, yet know that your retirement assets, and those of your employees, are being managed and monitored by experienced professionals.
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