While investment management is a critical component of your wealth strategy, managing your financial life goes beyond simply managing your investment portfolio.

Bob Jellen has spent fifty successful years in the entertainment insurance industry, but that’s not what drives him. It is his family that gives him the greatest satisfaction, and inspires him every day to make the most of life.

Having a trusted advisor keeping you focused on reaching your goals, can help you avoid emotional decision-making when it comes to your investments.

Learn how Boston Private’s investment team constructs portfolios that are diversified across asset classes - equities, fixed income, alternatives, and cash - using actively-managed strategies.