Asset Strategy Consultants - Boston is an independent, fee based consulting and investment advisory firm. We provide unbiased risk management and monitoring services to both individuals and company sponsored retirement plans.
WHAT WE DO:
Private Wealth Management;
We provide wealth management services for corporate executives, affluent individuals and families
- Investment Management
- Financial Planning
- Estate Planning Services
- Coordinate with client's CPA and attorney
We provide risk management services to the corporate, both private and public entities, and the non-profit sector for retirement plans, such as 401(k), 403(b), defined benefit and deferred compensation programs.
- Investment Management Consulting
- Benchmarking and Service Provider Analytics
- Communication and Education Services
- Fiduciary Governance and Compliance Consulting
- Ongoing Plan Support
WHY ASSET STRATEGY CONSULTANTS - BOSTON?
Fee Based Registered Investment Advisor
Full Disclosure Co-Fiduciary
Asset Strategy Consultants - Boston was formed by individuals that have been involved with providing investment consulting and retirement plan solutions for over 20 years each. Our goal is to help investment stewards meet and exceed their fiduciary responsibility and making sure they get the proper risk management tools and independent advice they need to be able to meet their needs and objectives.