A complete list of active advisors currently associated with BOS Asset Management, LLC

Warmer can help you find a great advisor at BOS Asset Management, LLC or one who fits your needs even better.

BOS Asset Management, LLC is a team-based registered investment adviser with eight advisors managing roughly $933 million in client assets. The firm provides investment management, financial planning, retirement plan consulting, and wealth management services to individuals (including high-net-worth clients), trusts, estates, charitable organizations, banking and thrift institutions, corporations, insurance companies and state or municipal government entities. The firm manages accounts on both a discretionary and non-discretionary basis and uses written Investment Policy Statements to guide portfolio construction and monitoring. BOS combines model portfolios (Model Wealth and Strategic Wealth suites) with individualized security selection—particularly for equities—and a rules-based fixed income approach, relying on third‑party research providers and trading relationships to implement and rebalance client portfolios. BOS is owned by Bank of Springfield and provides consulting services to its affiliate’s trust department, a relationship the firm discloses as a potential conflict of interest. It also sponsors and manages a wrap fee program, serves a small number of insurance-company and state/municipal clients (separately disclosed), and uses AllianceBernstein as a subadvisor for its municipal bond portfolio—arrangements that are less common among peer team firms.

To learn more about the advisors currently working at BOS Asset Management, 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.