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Customized Professional Management 

Secure A better future

investment management

Investment Management

MAKING YOUR PATH FORWARD CLEARER


Our Investment Management services are designed for those seeking professional management of their retirement portfolio and/or taxable brokerage account. With this option, we will meet once per year to discuss your goals and work together to determine your tolerance for risk. Then we’ll develop an Investment Policy Statement that clearly defines the investment objectives and policies of your portfolio. Your portfolio will be regularly monitored and re-balanced annually or as needed based on changing goals or shifting market conditions. 

Our Investment Management services are suitable for individuals with at least $200,000 to invest.

Assets Under Management Annual Fee Quarterly Fee
First $500,000$3,000$750
Next $500,000 ($500k - $1M)1.00%0.25%
Next $1 million ($1M - $2M)0.60%0.15%
Next $2 million ($2M - $4M)0.40%0.10%
Amounts over $4 million0.30%0.075%

A complete listing of our Table of Fees for Service as required per 950 MASS. CODE REGS. 12.205(8) can be viewed here.