About Us

Boston Advisors is a boutique investment management firm with more than 35 years of experience managing assets for institutions and affluent individuals and families. We offer a range of investment capabilities, including equity, fixed income, and asset allocation, as well as socially responsible and faith-based asset management. Our investment services range from managing all of a client's assets, to just a portion of a client's investment portfolio.

We are known for our hybrid investment approach, combining sophisticated, proprietary quantitative modeling with fundamental analysis to create custom portfolios that emphasize active risk management.

Boston Advisors is based in Boston, Massachusetts, and is an independent, privately held, majority employee-owned firm.

Boston Advisors
1982

Founded

Boston, MA

Headquarters

$1 Billion

Assets Under Management

19

Employees

Investment Capabilities

  • Custom Portfolio Construction & Management
  • Asset Allocation
  • Sub-Advisory Services
  • Socially Responsible Investing
  • Faith-based Investing
  • Outsourced CIO Services

Boston Advisors
One Liberty Square, 10th Floor
Boston, MA 02109

Phone: (617) 348-3100
Fax: (617) 348-0081

info@bostonadvisors.com
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