A complete list of active advisors currently associated with Birch Hill Investment Advisors LLC

Warmer can help you find a great advisor at Birch Hill Investment Advisors LLC or one who fits your needs even better.

Birch Hill provides portfolio management, financial planning, and broader wealth management services to individuals, trusts, IRAs, employee benefit plans, endowments, and foundations, typically through individually managed accounts held at independent qualified custodians. The firm generally charges percentage-of-assets fees and works with clients to coordinate tax, legal, and estate planning with outside professionals. The investment approach emphasizes fundamental, long-term, quality growth investing with low turnover, tax sensitivity, and integration of Environmental, Social, and Governance (ESG) factors into security selection and proxy voting. Portfolios are customized to client objectives and risk tolerance and may include explicit mandates such as restrictions on realized capital gains or limits on industry exposure for business-owning clients; clients have direct access to the portfolio manager responsible for their account. What is distinctive is that a relatively small advisory team manages nearly $3 billion in assets, suggesting a high asset-per-advisor ratio and a concentrated servicing model. The firm also discloses less-common practices for advisors of its size — it will on occasion accept trusteeship for client trusts (with attendant custody and surprise-audit considerations), uses specialized institutional fixed-income execution and may execute trades away from primary custodians to obtain research (soft-dollar arrangements), all of which are disclosed as potential sources of conflicts of interest.

To learn more about the advisors currently working at Birch Hill Investment Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.