Hale & Doerr Wealth Management LLC

The firm provides ongoing portfolio management and financial planning primarily for individual and high‑net‑worth clients, creating a written Investment Policy Statement for each client and monitoring portfolios on an ongoing basis. Advice covers a broad range of holdings — mutual funds, fixed income, equities, ETFs, real estate funds (including REITs), annuities, private placements and other alternative investments.

The adviser typically seeks discretionary authority to implement tailored portfolios and describes a multi‑disciplinary investment process that includes fundamental, quantitative, technical and modern portfolio theory analyses, alongside both long‑ and short‑term trading (including short sales). The brochure also notes the use of third‑party service providers that incorporate artificial intelligence and machine‑learning components, and discloses periodic due diligence of those providers to manage related risks.

The firm is distinctive among peers for its affiliations outside of pure investment advice: a principal maintains accounting activities and some advisory personnel are licensed insurance agents, and the brochure discloses that clients may be offered accounting or insurance services outside the advisory relationship. It also requires clients to custody assets at specified custodians and documents potential conflicts arising from those affiliations while stating policies intended to address them; the firm operates with a small advisory team and roughly $47.5 million in assets under management.