Our Approach

DISCIPLINED

We understand that our industry and our clients’ needs are constantly evolving, and, while we eschew fads, we strive to anticipate and respond creatively to new challenges and opportunities. Throughout our 62-year history, we have been consistently early to identify and participate in many investment practices that subsequently have become market norms, including:

• Style-disciplined equity mutual funds
• Global asset allocation
• A holistic approach to individual investment management

At U.S. Boston, we provide wealth management, asset allocation, investment advisory, financial planning, and brokerage services.

But our expertise goes far beyond that. In the course of our relationships with clients, we discuss and help our clients assess and make decisions on a broad spectrum of matters that ultimately have an impact on client wealth and success.

• Investment management
  • Retirement planning
  • Cash flow management
  • Spending analysis
  • Portfolio construction and management
  • Asset allocation
  • Traditional and alternative investment research
• Coordination with clients’ attorneys and accountants
  • Tax considerations and coordination
  • Estate and legacy issues
  • Family philanthropy and charitable giving
• Housing and real estate purchases
• Liability, insurance, and risk management
• Financial management of illness and geriatric care
• Education funding
• Career change or transition
• Business services, such as
  • Strategic direction and feedback
  • Growth and transition management
  • Financing and exit
  • Employment compensation
  • Retirement plan structure

Please note that we do not provide tax or legal advice.

RELATIONSHIPS WITH OUTSIDE RESOURCES

We offer many services in house, but not all. In areas that require additional expertise, we introduce our clients to specialists who supplement our advice. We believe that we and our clients benefit from collaborating with other professionals, including lawyers, accountants, bankers, insurance brokers, compensation consultants, business development specialists, geriatric care managers, mortgage brokers, real estate agents, and others.

We actively assist our clients in identifying, selecting, and managing outside providers when appropriate for their needs. We find these relationships often are more efficient and streamlined for all concerned because we take an active role in structuring outside engagements, usually serving as a hub and providing information and background to these professionals regarding our clients’ needs. We do not have fee sharing arrangements with other outside advisors – our advice in these matters is independent and unconflicted.