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51 Mill Street, Suite 1
Hanover, Massachusetts 02339

617-934-1100
mbossey@bpwealthllc.com                                                 rmarini@bpwealthllc.com

Investment Advisory Services

We offer access to a wide range of investment products and services through LPL Financial.  Investment products include mutual funds, exchange traded funds, individual securities, bonds and annuities.  Services include fee based advisory accounts and portfolio management as well as commission based products, such as Section 529 plans for education savings.

Investment Management Process

Our step-by-step process helps us to create an investment strategy that responds to your specific needs and goals. This consultative process guides us from the initial implementation of your portfolio to the day-to-day management and ongoing monitoring of the investments.

Step 1: Understanding Your Needs and Goals

  • Analyze your current portfolio
  • Develop an understanding of your needs, objectives and time horizon

Step 2: Create a Written Investment Policy Statement (IPS)

  • Document your investment objectives
  • Define your goals for asset growth, liquidity, tax efficiency and more
  • Set asset allocation targets and determine security preferences

Step 3: Design a Custom Portfolio

  • Formalize asset allocation strategy
  • Initiate extensive manager and investment selection process

Step 4: Monitor Performance

  • Monitor investments using quantitative and qualitative measures
  • Regularly evaluate portfolio performance in relation to the IPS