Boston Research & Management
Curated by SignalFee Only Fiduciary firm offering personalized wealth management solutions.
Overview
Boston Research & Management is a financial planning firm that focuses on wealth management services for high net worth individuals, families, and endowments. The firm operates as a Fee Only Fiduciary, which indicates a commitment to a transparent approach that aims to minimize conflicts of interest. Its service offerings include wealth management and asset management, and it employs algorithms to develop tailored financial plans. The firm aggregates financial data and provides tools for goal setting, budgeting, and investment strategies, which are intended to assist clients in making informed financial decisions and managing personal finance.
Key facts
- Founded
- 1991
- Headquarters
- Essex, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 3 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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