Investment Portfolio Management
For further information regarding our investment portfolio management services please complete our confidential contact form or call
Ed Sullivan, Vice President, at 617-557-9800.
Comprehensive & Customized Investment Management
We develop a portfolio based on an investment approach that fits your goals and unique situation. Each portfolio is individually customized.
Your portfolio manager considers your personal financial objectives: the purposes for your resources, your spending, your tolerance for risk, your tax situation, any upcoming liquidity needs, your time horizon and the desire to incorporate your social values into your holdings.