Businesses and nonprofit organizations have unique asset management requirements. Whether it's managing a nonprofit organization’s endowment or structuring a short-term liquid bond solution for a business, Boston Private works closely with your firm’s decision makers to find out your needs and design an investment plan tailored to meet those needs.
We manage equity strategies that are suitable for various investment objectives. These strategies typically hold 40-60 individual stocks. Each of our investment strategies can be customized to meet your unique needs.
Our equity investment strategies include:
We manage an option strategy designed to provide capital appreciation and enhanced relative income via the use of covered call writing on a focused portfolio of 20-25 individual stocks.
Features: GIPS compliant performance – Boston Private Wealth claims compliance with Global Investment Performance Standards (GIPS®), which is a set of standardized, industry-wide ethical principles that guide investment firms on how to calculate and present investment results to prospective clients.
We manage fixed income strategies customized to meet the unique parameters of our clients specific to tax status and state of residence, target duration, credit quality, and cash flow needs.
Our fixed income strategies include:
We manage a suite of quantitative, ETF-based tactical strategies that provide a way to actively adjust your market exposure in times of severe market stress. These tactical strategies are meant to complement a traditional, diversified asset allocation, and are designed to allow you to maintain a high level of exposure during sustained bull markets for maximum growth potential with the flexibility to increase your defensive exposure to mitigate risk in times of elevated market stress.
Boston Private has a defined, rigorous due diligence process for selecting investment strategies managed by external portfolio managers. This platform has been developed based on the following philosophy:
Boston Private Wealth's quarterly investment newsletter delivers our investment team's insights on global macroeconomic and market events, including an overview of the economy, a review of the markets, and our outlook for the next quarter.
Your organization has complex financial needs, so we’ve built a dedicated team of professionals who are experts in their respective investment discipline to support you in every stage of business lifecycle.
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