The increasing complexity of the financial markets compels more and more fiduciaries and attorneys to seek professional advice concerning the management of their clients' assets. In order to integrate the multiple facets of a professionally managed portfolio, Boston Asset Management has developed the Managed Fiduciary Account Program in addition to our other services.

Some of the services we provide include:

• Expert Consultation utilizing a Nationwide network of attorneys from all fields.
• Consultation and access to a Nationwide network of Guardians and Caregivers.
• Liability Reduction based on the Prudent Investor Act
• Oversee the custody of assets
• Prompt reinvestment of cash balances in money market accounts
• Oversee disbursement of income and/or principal if applicable
• Institutional transaction rates
• Quarterly and annual statements
• Budget recommendations

Boston Asset Management has a strategic alliance with Boston Settlement Group (BSG).  BSG works hand in hand with our asset managers providing the following services:

• Settlement Allocation Analysis and Consultation concerning:

  • Structured Settlements and Lump Sum Settlements
  • Government Benefit Preservation
  • Settlement Administration
  • Medicare / Medicaid Lien Resolution
  • 468(b) – Qualified Settlement Funds
  • Plaintiff Bridge Loans

BAM Focuses on a niche market - the disabled and elderly community. BAM has more than 10 years experience managing the assets of trusts and guardianship accounts. Because of our expertise in this area, more than 90% of our cases come from attorneys and other professionals.