Overview

Boston-based, fee-only RIA looking to grow and expand with two investment professionals who have worked together for over15 years. We do not currently do financial planning, but want to find a CFP to join our firm. We run diversified portfolios using mutual funds, ETFs, individual bonds and closed-end funds as building blocks. For larger portfolios, we also utilize a proprietary, individual US stock strategy. The majority of our clients are in the New England area with concentrations in New York and Arizona. We maintain custodial relationships with Schwab, TIAA-CREF and American Funds for 529s.

Market
RIA
Last Activity
this week

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