Palm Coast, FL Office
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BOS Asset Management, LLC
Team
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About
BOS Asset Management, LLC provides financial planning, portfolio management and retirement-plan consulting to individuals and high-net-worth clients as well as a range of institutional clients, including pension plans, insurance companies and state or municipal entities. The firm offers both discretionary and non-discretionary investment management, standalone financial planning, and serves as sponsor/manager of a wrap-fee program.
The firm combines customized, IPS‑driven portfolio management with model-driven strategies, offering Model Wealth portfolios (ETF-focused) and Strategic Wealth portfolios (ETF core plus individual equity positions), and it tailors allocations based on clients’ risk tolerance and goals. BOS emphasizes an individualized securities approach and a rules‑based fixed‑income process, supplements its work with third‑party research (Charles Schwab Research, Morningstar, Argus), and uses subadvisors (notably AllianceBernstein for municipal bonds) and Orion Communities strategists for implementation.
BOS is owned by Bank of Springfield and provides consulting to the bank’s trust department; because an affiliate bank acts as trustee/custodian for a client the firm is deemed to have custody and undergoes an annual surprise examination. The combination of bank ownership and trust consulting, a wrap program sponsorship, and explicit service to insurance and state/municipal clients sets BOS apart from many peer team firms.
Based on BOS Asset Management, LLC
Expertise
Based on BOS Asset Management, LLC
Location
Palm Coast FL
Advisors at this office
1
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