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Boston Investment Advisers, Inc. - Professional Wealth Management

Boston Investment Advisers, Inc. is an independent registered investment adviser providing high quality wealth management services to high-net worth individuals, small organizations and retirement plans across the country.

Boston Investment Advisers was founded in 1996 based on the belief that individual investors and small organizations can benefit from the same precepts and strategies that large, sophisticated institutions employ in the management of their capital. This investment approach emphasizes wide diversification, asset allocation, low expenses and risk control.

As a registered investment adviser, BIA owes its clients the highest fiduciary standard to serve their interests alone. BIA does not tolerate any conflicts of interest and is compensated based only on the current value of client accounts and accepts no commissions or other payments from third parties.

http://www.bostoninvestmentadvisers.com/


BRADFORD G. WILLIAMS, M.B.A.
Vice President and Director of Investment Research

Brad graduated from Middlebury College, cum laude, in 1993 with a joint degree in economics and environmental studies. In 1998, he earned an M.B.A. from Northeastern University. From 2000 to 2005,  he was Director of Investment Research and Portfolio Management for Wingate Financial Corporation, a Lexington, MA-based investment advisory firm serving individuals, small businesses and non-profit organizations. He has extensive investment research experience and chaired the Wingate Investment Committee. Brad joined Boston Investment Advisers in 2006 as vice president and acts as Director of Mutual Fund Research and portfolio manager.

Boston Investment Advisers, Inc.
33 Mount Vernon Street
Boston, MA 02108
(617) 227-7807


 


Map Location:
33 Mount Vernon St
Boston, Massachusetts 02108
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Business Collaboration Group (BCG)
A Massachusetts Business Networking and Referral Group
Monthly Business Networking Group Meeting in Woburn, MA 01801

Contact Robert Dickey at AQ Websites, Inc. for networking group details and to schedule a visit to our
next Massachusetts Networking Group Meeting.
781-937-3531  contact@businesscg.com