Boston Asset Management allows individuals or organizations acting in a fiduciary capacity to focus on their primary fiduciary responsibilities while we concentrate on the management and administration of the assets of…

Special Needs Trusts
     formed under 42 U.S.C. §1396(d)(4)(A)
Pooled Trusts
     formed under 42 U.S.C. §1396(d)(4)(C)
Third Party Trusts
Settlement Preservation Trusts
Guardianship Accounts

Boston Asset Management also understands the unique nature of operating a non-profit organization, and accordingly, specializes in the management of assets for these organizations.