Boston Advisors
Investment Management for Discerning Clients
About Us
Details:
- History: Founded in 1982
- Total Assets under Management: $1.8 Billion
- Minimum Account Size: $1,000,000
- Employees: 37
- Ownership: Privately held, majority employee-owned
Advisor Resources:
- Portfolio Managers: 12
- Research Analysts: 2
- Average Industry Experience: 20+ years
- Number of CFAs: 6
- Number of CFPs: 2
- Number of Graduate Degrees: 9
Types of Clients:
- Individual / Trusts
- IRA / Rollovers
- Pension / Profit Sharing Plans
- Endowments / Foundations
- Corporate Pension Plans
- Public Pension Plans
Strength in experience
Boston Advisors has constructed a team of seasoned industry professionals with an average experience of 20+ years managing client assets. As a firm, we foster a culture that encourages the exchange of investment ideas and ongoing dialogue between portfolio managers. We believe that our intellectually stimulating environment has allowed us to capture and retain some of the best investment professionals in the business.
A collaborative approach
Our success is rooted in the collaborative efforts of our employee team. Our investment managers work together to determine the best approach to managing client assets and our internal groups work collaboratively to achieve the best outcome for all our clients in our everyday interactions and reactions.
Ongoing internal communication and client communication is a vital part of our process. We foster an open culture where employees are encouraged to address issues and offer constructive input on new ideas. We communicate regularly with our clients. In addition to standard quarterly reports and reviews, portfolio managers are available to speak with clients as necessary and respond to requests for information quickly and efficiently.
A Rigorous Discipline
Many investment firms utilize data from outside sources. Our particular method of combining, interpreting, and tracking multiple models differentiates us from other investment managers. The ability to consistently identify the intersection of strong business momentum with attractive valuation and monitor changes in those characteristics produces a disciplined, repeatable stock selection process that maximizes objectivity.
The portfolio management teams provide both extensive industry knowledge and background to the process as well as a checks-and-balances approach to managing portfolios. We believe we are unique in the way we combine experience with objectivity and accountability in a team setting.
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