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Boston Research and Management, Inc.

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Boston Research and Management, Inc.

Overview:

Boston Research and Management is a fee-only wealth management firm providing a holistic approach for high net worth families. We offer institutional level asset management tailored specifically to each client relationship.

We were established in 1991 by our current CEO as a Registered Investment Advisor (RIA) and remain structured as such today. Our firm began by exclusively providing investment management services to our clients. We have since evolved into a comprehensive wealth management firm.

We operate as a cohesive team and maintain direct relationships with all of our clients, working closely with them to align their finances with their goals and values.

We specialize in the research, execution and management of our clients' investment assets. Unlike many firms in our space that outsource this service - our roots in research and analysis allow us to maintain direct ownership of positions. This strategy reduces the layering of fees that has become so common in this industry.

We understand that in today's marketplace, distinguishing investment firms from one another can be a daunting task. Yet at the core of this decision is the simple question of "Will they do what's right for me?"

Integrity
Since our inception, Boston Research & Management has been committed to always acting in our clients' best interests. We do not sell products or accept commissions or referral fees from any source. We hold ourselves to the highest levels of ethical and fiduciary standards possible.

Simplicity
We provide the highest level of transparency to your assets. We use third party institutions as custodians and provide online access in addition to dual quarterly reporting. At all times you have direct access to decision makers within the firm.

Independent & Objective
We have always valued the luxury of our objectivity. Because we are not affiliated with any other financial institutions, we are afforded a research and investment process that is completely independent and unbiased.
We are always open to discussing how we operate and what continues to set Boston Research & Management apart from other firms.

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