Wealth Management for Individuals, Families and Organizations

Boston Portfolio Advisers, LLC

Six Beacon Street, Suite 725, Boston, MA 02108

Investment Management

Investment Management

Choose Boston Portfolio Advisers For Your Investment Management

Boston Portfolio Advisers is an independently-owned, fee-only wealth management firm that has been providing highly skilled professional investment management services for over 20 years. Individuals and families choose Boston Portfolio Advisers to develop advanced investment management strategies to help them achieve their specific financial goals. We plan, organize, and direct our clients’ financials as their agent, not as a principal, which means we are subject to the fiduciary duty of serving their interests alone. Every decision we make in regard to our clients’ investment management is completely unbiased and only in the interest of building and maintaining our clients’ wealth.

Experienced Investment Management

Boston Portfolio Advisers’ team of advisors has over 55 years of combined experience in investment management. We started this firm to help our clients navigate the sometimes challenging financial markets and create customized solutions that optimize financial returns, improve asset performance, manage and reduce the risk of loss while minimizing our clients’ investment expenses. Before we begin any investment management relationship we garner a thorough understanding of the client’s financial goals, timeframe, income needs, and risk tolerance. This allows us to create an investment management strategy within a range of asset allocations and risk levels to meet the client’s unique financial goals, and never use a one-size-fits-all approach.

Investment Management Services You Can Trust

Before selecting an advisor to provide investment management services you should ensure that you’ll be working with someone you can trust. As a fee-only investment management firm we don’t receive any compensation from asset management firms and we aren’t influenced by any third parties. Boston Portfolio Advisers uses only publicly traded mutual funds, ETFs, stocks and bonds to manage client portfolios and all client assets are held by large, well-known third-party custodians to ensure asset security.

For experienced, qualified, and trustworthy investment management, please call or email today for a consultation and learn how Boston Portfolio Advisers can help you meet your financial goals.


Our Pledge to Clients

  • We will treat your portfolio at Boston Portfolio Advisers as if it were our own.
  • We will invest for the long-term by always striving to maximize returns while controlling risk.
  • We will seek to minimize your investment expenses.
  • We will not accept any payments or anything of value from third parties that might influence the investments in your portfolio.
  • We will invest our personal assets in parallel with yours.