A complete list of active advisors currently associated with U.S. Boston Capital Corporation

Warmer can help you find a great advisor at U.S. Boston Capital Corporation or one who fits your needs even better.

U.S. Boston Capital Corporation serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and retirement plans, providing portfolio review and construction, ongoing investment management, financial planning, retirement plan advisory, and strategic business consulting. In addition to advisory services, the firm is a registered broker‑dealer and offers placement and distribution services for private placements and affiliated mutual funds. The firm emphasizes customized asset allocation and diversified exposure through mutual funds, ETFs, and alternative or private investments, with attention to tax considerations and periodic monitoring and rebalancing. While U.S. Boston develops and reviews investment strategies for clients, it reports that nearly all assets are managed on a non‑discretionary basis, so trades are generally implemented only with client approval. Distinctive features include its long‑standing broker‑dealer registration and affiliations with other investment advisers that sponsor and manage proprietary funds (Pear Tree Advisors and Pear Tree Partners), as well as its role as distributor and placement agent for those affiliated funds. The firm also manages an amount of assets that is large relative to its single‑advisor structure (over $350 million), a combination of scale, fund‑sponsoring activity, and non‑discretionary account management that is uncommon among similarly supported firms.

To learn more about the advisors currently working at U.S. Boston Capital Corporation, 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.

You can also browse U.S. Boston Capital Corporation's office locations.