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At Boston Asset Management, we manage our clients’ wealth and assets with the highest levels of integrity and personalized service, based on their goals.

http://www.bostonassetmanagement.com/

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Home - Boston Asset ManagementBoston Asset Management | bostonassetmanagement.com Reviews

https://bostonassetmanagement.com

At Boston Asset Management, we manage our clients’ wealth and assets with the highest levels of integrity and personalized service, based on their goals.

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About Us - Boston Asset ManagementBoston Asset Management

http://www.bostonassetmanagement.com/about-us

Founded in 1992, Boston Asset Management is a boutique financial services firm, headquartered in Clearwater, Florida, that serves private clients, institutions and fiduciaries. Client assets are held at Fidelity Investments and other major financial institutions. We provide unbiased financial expertise, as we do not have vested interests in one investment solution over another. Formed under 42 U.S.C. 1396(d)(4)(A). Formed under 42 U.S.C. 1396(d)(4)(C). Boston Asset Management also understands the unique ...

2

Our Approach - Boston Asset ManagementBoston Asset Management

http://www.bostonassetmanagement.com/about-us/our-approach

What to Expect When you Become a Client of Boston Asset Management:. First, we will take the time to understand your current financial picture. Your assets (financial and real), liabilities, cash-flow, insurance, tax situation, and estate planning documents will be assessed. Once we understand where you are today, we will begin to truly understand where you want to be. What are your goals? What kind of future do you want for yourself and what kind of legacy do you want to leave behind?

3

Our Commitment - Boston Asset ManagementBoston Asset Management

http://www.bostonassetmanagement.com/about-us/our-commitment

At Boston Asset Management, the client is at the center of everything we do. Not Wall Street. Not proprietary products. Not the daily noise of the markets. We pride ourselves on providing, objective, client-centered advice and disciplined ongoing solutions tailored to the client’s unique situation.

4

Blog - Boston Asset ManagementBoston Asset Management

http://www.bostonassetmanagement.com/blog

Market Update September 29, 2015. Written by Mark Govoni Equity outflows continue this week, with market leaders such as biotech, pharma and the technology sector as a whole experiencing increased profit taking. We expect that the global economic picture will remain muddled for the remainder of the year. The U.S. remains the primary engine of growth in an otherwise challenged […]. How to Be Financially Secure in Retirement. Why Financial Planning is Critical During a Divorce. Written by Mark Govoni Yeste...

5

Our Philosophy - Boston Asset ManagementBoston Asset Management

http://www.bostonassetmanagement.com/about-us/our-philosophy

Our Core Beliefs Mark Govoni, President *. Prudent management of our clients’ wealth and assets with the highest levels of integrity and personalized service. It Starts With a Plan. A plan without discipline has a limited chance of success. That’s why we remain with you every step of the way from planning through implementation and ongoing monitoring. When necessary, we make strategic or tactical adjustments. Our decisions on planning, asset allocation, and investment management are based on ...

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