Canton, MA Office

Exchange Place Advisors provides financial planning, consulting, and discretionary investment management to individuals, corporations, pension and profit-sharing plans, trusts, estates and charitable organizations. The firm also offers non-discretionary advice for variable life/annuity products, employer-sponsored retirement plans, and 529 plans that clients may hold at other custodians.

Exchange Place emphasizes asset allocation and diversification rather than market timing, implementing client portfolios primarily with mutual funds, ETFs, individual fixed-income securities and equities, and conducts regular monitoring with quarterly reviews. The firm’s brochure states that, with client authorization, it may employ margin in managed accounts — a practice the firm acknowledges increases portfolio risk and can affect account valuation and advisory fees.

The brochure discloses that Exchange Place advertises hypothetical performance in its marketing materials, a feature that is uncommon among its supported peers and may merit additional client questions. Exchange Place also maintains a relationship with Fidelity Institutional that provides trading, custody, software and other economic benefits to the firm, and it uses standing letters of authorization for disbursements, each of which the brochure describes as creating potential conflicts of interest and operational considerations.