Boston Asset Management uses our team’s assets to protect your assets and interests. Our personalized approach is our strongest asset. We create an investment portfolio that caters to the client’s goals, current situation, and risk acceptance. BAM uses a blend of fundamental and technical analysis, along with macro-economic data to analyze the opportunity set of investments. We design portfolios of individual stocks, bonds, ETFs and mutual funds pursuant to each client’s individual needs with strategies ranging from conservative wealth preservation to aggressive growth.
We will create an investment portfolio tailored to your goals and desires.
- Individual Stocks
- Mutual Funds
- Alternative Investments
Key beliefs to our philosophy include:
- High quality outperforms over the long term.
- Fundamental factors can be discovered and exploited in every sector.
- Avoiding style biases and taking intelligent risks delivers consistent repeatable performance results