Boston Research and Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Boston Research and Management, Inc. provides discretionary investment management, financial planning and retirement-plan advisory services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and plan sponsors. The firm also offers portfolio reviews and serves in an ERISA fiduciary capacity when engaged by retirement plan sponsors.
Investment decisions are driven by fundamental analysis, proprietary screening models and a valuation-oriented equity approach focused on intrinsic value and a margin of safety; portfolios are constructed primarily with individual stocks, bonds, ETFs and low‑cost mutual funds. For fixed income, the firm actively sources bonds across multiple broker‑dealers to capture yield and manage yield-curve exposure, and it may use options or principal‑protected notes when aligned with client objectives.
Compared with many team advisers, the firm manages a relatively large pool of assets for a modest client base, a dynamic the brochure links to more direct access to senior decision makers and a team-based service model. Boston Research and Management emphasizes its independence—no product commissions or outside affiliations—and maintains practices that differ from some peers, such as not accepting performance‑based fees and not voting client proxies on their behalf.
Client services
Expertise
Fee options
$1,000,000 - $4,999,999: 1.00% $5,000,000 - $9,999,999: 0.85% $10,000,000 - $24,999,999: 0.75% $25,000,000 - $49,999,999: 0.60% $50,000,000 - $99,999,999: 0.50% $100,000,000+: Negotiable
Negotiated hourly rates for occasional Portfolio Reviews
Account minimum: $1,000,000 Minimum fee: $10,000 annual minimum fee for accounts less than $1,000,000 Fee-only: Investment advisory fees based on assets under management; no commissions or referral fees received.
Main office
40 Beach Street, Suite #200
Manchester MA 01944
Advisors at this office
6
Most active in
Florida · Louisiana · Maine · Massachusetts · New Hampshire · Texas
Also doing business as
Boston Research & Management Inc · Boston Research And Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Benjamin M
CFP®, Series 63
Manchester, MA
Boston Research and Management, Inc.
Benjamin Muchler is a CFP® with 19 years of industry experience. He has been with Boston Research and Management, Inc. since 2014. Boston Research and Management provides investment management and financial planning to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and other business entities. The firm uses a fundamental research-based investment process with bottom-up and top-down analysis, proprietary screening models, and an intrinsic-value framework, while also offering fiduciary retirement-plan advisory services.
Meghan F
CFP®, Series 63, Series 65
Manchester, MA
Boston Research and Management, Inc.
Meghan Flynn is a CFP® with 10 years of industry experience, currently serving at Boston Research and Management, Inc. She previously worked at Gorton & Company Inc. and UBS Financial Services Inc. Boston Research and Management provides investment management and financial planning to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and other business entities. The firm employs a fundamental research-driven investment process and offers discretionary portfolio management, holistic financial planning, and retirement-plan advisory services as an ERISA fiduciary.
Robert M
Series 65, Series 66
Manchester, MA
Boston Research and Management, Inc.
Robert Mckenzie is a financial advisor at Boston Research and Management, Inc. with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Boston Research and Management since 2012. Boston Research and Management provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and other business entities. The firm employs a research-driven investment process that combines fundamental analysis with proprietary screening models and an intrinsic-value framework, offering tailored portfolio management and retirement-plan advisory services.
Charles B
Series 63
Manchester, MA
Boston Research and Management, Inc.
Charles Babin is a financial advisor at Boston Research and Management, Inc. with 26 years of industry experience. He has been with Boston Research and Management since 2014 and holds a Series 63 designation. Boston Research and Management provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and other business entities. The firm’s investment approach combines fundamental research, proprietary screening models, and an intrinsic-value framework, with a focus on discretionary portfolio management and tailored fixed-income strategies.
Daniel T
CFA®
Manchester, MA
Boston Research and Management, Inc.
Daniel Tortola is a CFA® charterholder with 14 years of industry experience. He has been with Boston Research and Management, Inc. since 2014, where he is part of a five-advisor team based in Manchester, MA. Boston Research and Management provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a fundamental research-driven approach combining bottom-up and top-down analysis with proprietary screening and an intrinsic-value framework, offering tailored portfolio management and fiduciary retirement-plan advisory services.
Leslie K
CFA®
Manchester, MA
Boston Research and Management, Inc.
Leslie Kernan III is a CFA charterholder at Boston Research and Management, Inc. with eight years at the firm and three years of overall industry experience. Prior to joining Boston Research and Management, he worked at Boston College and JamSpot, Inc. Boston Research and Management, Inc. provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and plan sponsors, employing a valuation-oriented equity approach focused on intrinsic value and a margin of safety.
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