A complete list of active advisors currently associated with Portfolios Boston

Warmer can help you find a great advisor at Portfolios Boston or one who fits your needs even better.

PortfoliosBoston provides fee-only investment management and occasional hourly consulting to individuals and personal trusts, with a focus on clients who are retired or approaching retirement. It constructs tailored portfolios using individual stocks, bonds, mutual funds, closed-end funds and ETFs, and generally does not engage in short selling, options trading, or regular margin use. The firm uses fundamental analysis to identify undervalued, dividend-paying, or earnings-growth stocks and blends individual securities with managed investments to create diversified allocations aligned with each client’s risk tolerance and income needs. While the adviser has authority to manage accounts, client approvals are typically obtained, and accounts are reviewed through regular verbal contact, periodic reviews, and custodian statements. The practice is deliberately scaled and mature: it has placed a ceiling on its client roster, has not accepted new clients in many years, and currently manages roughly $20.4 million for about 21 clients. Distinctive features include the principal often investing in many of the same securities as clients, custody of assets at an institutional broker-dealer that provides research and platform services (soft-dollar benefits), and the absence of a published firm website.

To learn more about the advisors currently working at Portfolios Boston, 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.