A complete list of active advisors currently associated with Bowditch Advisory Services, LP

Warmer can help you find a great advisor at Bowditch Advisory Services, LP or one who fits your needs even better.

Bowditch Advisory is an independent registered investment adviser that provides discretionary investment management and financial planning to a small client base consisting of trusts, small businesses, families and high‑net‑worth individuals. Its services include separately managed account solutions and ongoing portfolio monitoring and rebalancing tailored to clients’ stated objectives, risk tolerances and liquidity needs. The firm employs a client‑centric SMA approach that combines quantitative equity models with systematic strategies and adapts allocations as market conditions and client circumstances change. It also offers managed futures and options overlay programs intended to provide diversification and access to volatility premia, and presents these strategies as suitable primarily for qualified investors because of their use of leverage and long/short positions. What sets the firm apart from many peers is its registration as a Commodity Trading Advisor and the availability of individual‑account systematic futures trading and futures overlay capabilities, which are uncommon among small independent advisers. The adviser also uses performance‑based fee arrangements for qualifying clients and maintains a compact, boutique client roster, indicating a focus on qualified or high‑net‑worth relationships rather than a broad retail individual clientele.

To learn more about the advisors currently working at Bowditch Advisory Services, LP, 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.

Name	Location	Years of experience
Matthew Breuer	Boston, MA	4

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