Building on Prior Success
Founded as RJS Capital by Ray Stecker offering investment services in Boston
Moved operations to a larger space in Manchester-by-the-Sea, MA
Added expertise in macro economic forecasting and analysis. Company named changed to Boston Research and Management, Inc.
Added Financial Planning and Holistic Wealth Management to our Service Offerings
Increased expertise in tax and estate planning departments
Grown to one of New England’s premier comprehensive Wealth Management Firms
Collaborative team of experts working for you
Acting as a cohesive team of professional investors, we constantly communicate and collaborate with one another to improve our clients’ situations and to eliminate potential risks. This structure enables us to:
Maintain direct relationships: Clients speak directly with the decision makers working on their portfolios, not a “service advisor”. Humans answer the phones here, and you will never need to type in an account number. We know our clients.
Specialize in the research, execution and management of our clients' investment assets. Unlike many managers, we do not outsource this work, allowing us to reduce the layering of fees that commonly occurs.
Team Planning and Support Every Step of the Way
As wealth management is an ongoing process, we value (and you should expect) the following qualities:
Alignment of your goals with your finances
Collaboration with your outside professionals
Complete and thorough reviews of your current situation
Exhaustive and ongoing evaluation of possible strategies
Never selling you products - ever.