About Us

Founded in 1992, Boston Asset Management is a boutique financial services firm, headquartered in Clearwater, Florida, that serves private clients, institutions and fiduciaries. Client assets are held at Fidelity Investments and other major financial institutions. We provide unbiased financial expertise, as we do not have vested interests in one investment solution over another.

 

Private Clients
BAM’s Private Client Group, in concert with wholly owned subsidiaries and strategic partnerships, provides a full range of wealth management solutions including investment management, retirement plans, and concierge services typically only found in a multi-family office setting. BAM specializes in serving affluent individuals and families that find value in a single point of contact and a fiduciary relationship to manage their complex financial and personal lives.

 

Institutions & Fiduciaries
In addition to private clients, BAM’s experienced and credentialed professional portfolio managers work with several institutions and fiduciaries to create disciplined investment solutions that are risk managed and tailored to the specific needs of the client. BAM 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.

About Us | Boston Asset Management