You’ve reached a high level of financial independence, but something is still missing. Perhaps you’ve grown wary of your broker’s true allegiances, or you’ve experienced a revolving door of advisors that lack true investment experience. You’re not alone. Many families struggle to find a high caliber team dedicated exclusively to serving them. That’s why we’ve spent over 30 years building our firm with one goal in mind - showing families there is a better way to manage their wealth.
Boston Research & Management is a Fee Only Fiduciary in Manchester-by-the-Sea MA. An alternative to traditional brokerage firms, we provide comprehensive wealth management services for high net worth families, individuals and endowments.
Our holistic approach is a welcomed change of pace.
Every day, our team is committed to being:
Principled
As a Fiduciary, we are committed to acting in our clients' best interests. Since our inception, we have never sold products, accepted commissions or received referral fees from any source. We hold ourselves to the highest levels of ethical and fiduciary standards possible.
Independent
We strive to assess your financial situation with unvarnished honesty. BRM has no corporate parent to answer to, whose interests may diverge from yours, or who might limit what services or solutions we can deliver. This allows us to be “on your side and by your side” as you encounter many of life’s financial dilemmas.
Focused
To combat the excessive noise in today’s financial markets, we employ a consistent philosophy and disciplined investment process. By building and maintaining our own market research, investment analysis, and trading platforms, we are able to deliver institutional level asset management to families for whom this level of sophistication might otherwise be out of reach.
Cohesive
We maintain a small, select group of clients and operate as a single team to give you the attention you deserve. Our staff of highly credentialed professionals have expertise across multiple disciplines, backed up with decades of experience.
Principled
As a Fiduciary, we are committed to acting in our clients' best interests. Since our inception, we have never sold products, accepted commissions or received referral fees from any source. We hold ourselves to the highest levels of ethical and fiduciary standards possible.
Independent
We strive to assess your financial situation with unvarnished honesty. BRM has no corporate parent to answer to, whose interests may diverge from yours, or who might limit what services or solutions we can deliver. This allows us to be “on your side and by your side” as you encounter many of life’s financial dilemmas.
Focused
To combat the excessive noise in today’s financial markets, we employ a consistent philosophy and disciplined investment process. By building and maintaining our own market research, investment analysis, and trading platforms, we are able to deliver institutional level asset management to families for whom this level of sophistication might otherwise be out of reach.
More About Our Investment Management
Cohesive
We maintain a small, select group of clients and operate as a single team to give you the attention you deserve. Our staff of highly credentialed professionals have expertise across multiple disciplines, backed up with decades of experience.
