A complete list of active advisors currently associated with Boston Research and Management, Inc.

Warmer can help you find a great advisor at Boston Research and Management, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Boston Research and Management, Inc., 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.