A complete list of active advisors currently associated with Boylston Capital Management

Warmer can help you find a great advisor at Boylston Capital Management or one who fits your needs even better.

Boylston Capital Management serves individual clients through discretionary portfolio management and general financial planning, covering tax, insurance, retirement and estate planning on a consultative basis while referring clients to licensed professionals for implementation. The firm is a long-established, single-advisor registered investment adviser managing roughly $4.28 million for nine clients across fifteen accounts. The firm employs a top-down investment approach that combines fundamental security analysis, value screening and some technical analysis, with a stated objective to protect assets first and seek long-term growth consistent with each client’s risk tolerance. It does not pursue alternative investments (commodities, private equity, managed futures, etc.), customizes portfolios to client constraints, often aggregates trades via an omnibus account, and reports account performance net of management and trading fees in quarterly and year-end reports. A distinctive feature is that the brochure advertises and reports performance results — including annual year-end performance reporting — a practice uncommon among similarly sized independent firms. The brochure also emphasizes adherence to professional standards (it asserts compliance with the CFA Institute Code, Asset Manager Code and Global Investment Performance Standards, noting those claims are unverified) and discloses a historical arbitration settled in 1992, reflecting a combination of formal professional commitments and a small, veteran solo-practitioner practice.

To learn more about the advisors currently working at Boylston Capital Management, 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.