Business Details
11 Years
experience
Your Trusted Boston Wealth Management Partner
We are an independently-owned, fee-only wealth management firm committed to providing institutional-grade investment strategies for individuals, families, and organizations. Our founding principle centers on aligning with our clients' interests exclusively, operating under the highest fiduciary standards to eliminate conflicts of interest. With over 55 years of combined experience, our team specializes in diversified asset allocation using institutional mutual funds, ETFs, and non-traditional asset classes. We prioritize measurable outcomes through personalized Investment Policy Statements tailored to each client's goals. Our fee structure directly correlates with portfolio performance and size, ensuring our success is tied to our clients' financial growth.We maintain transparency by disclosing all fees upfront and avoiding third-party commissions. Client relationships are built on continuous communication, with regular performance updates and adaptive portfolio adjustments. Our custodial partnerships with major financial institutions guarantee asset security and liquidity. We emphasize cost efficiency by leveraging low-expense investment vehicles and offering breakpoint pricing for larger portfolios. Our commitment to long-term growth is reflected in our co-investment approach, where we invest alongside our clients using identical strategies.
Services
Wealth Management
Retirement Planning
Portfolio Management
529 College Savings
Trust Administration
ERISA Compliance
Investment Policy Statements
401(k) Consulting
Asset Allocation
Fund Selection
Details
- Year established: 2015
Highlights and features
- We operate under the strictest fiduciary standards with no third-party commissions
- Our fee-only structure aligns our interests directly with client outcomes
- Over 55 years of combined experience managing diversified institutional portfolios
- We employ non-traditional asset classes like emerging markets and absolute return strategies
- Our co-investment approach ensures we share the same investment risks as clients
Associations and certifications
- SEC Registered Investment Adviser
Services
Wealth Management
We create customized investment strategies tailored to individual financial goals, risk tolerance, and time horizons. Our approach emphasizes diversified asset allocation using institutional funds and non-traditional investments. We implement measurable objectives through Investment Policy Statements that guide portfolio adjustments and tax-efficient decision-making.
Retirement Planning
We provide fiduciary consulting for retirement plan sponsors, offering independent investment advice and fund selection for 401(k) and 403(b) plans. Our expertise includes ERISA compliance monitoring, participant education programs, and low-cost fund options with risk-adjusted performance metrics.
Portfolio Management
Our team manages diversified portfolios across taxable, retirement, and trust accounts using modern portfolio theory principles. We employ institutional mutual funds, ETFs, and individual securities with systematic rebalancing. Performance reporting includes detailed analysis of asset class contributions and risk metrics.
Trust Administration
We offer specialized investment management for multi-generational trusts, providing alternatives to traditional bank trust departments. Our approach customizes allocations to balance preservation of principal with growth objectives while maintaining separate account custody for maximum transparency.
529 College Savings
Our college savings plans combine tax-advantaged investment vehicles with flexible contribution strategies. We provide scenario analysis for different education timelines and incorporate age-based asset allocation models that adjust risk profiles as beneficiaries approach enrollment.
People
Bradford G. Williams
President and Chief Investment Officer
MBA graduate with 30+ years investment experience, former COO of Boston Investment Advisers, specializes in portfolio strategy and research.
Jay Lebed
Principal
PhD in Philosophy and Psychology, 25+ years financial industry experience, former CFO of Lewtan Technologies, manages investment research.
Katherine Bennett
Client Concierge
MBA holder with 25+ years client service experience, former Charles Schwab Retirement Specialist, oversees client communications and support.
Questions
What makes Boston Portfolio Advisers different?
We're fee-only fiduciaries with no third-party commissions, managing assets using institutional strategies typically reserved for large institutions.
What services do you offer?
We provide wealth management, retirement planning, trust administration, 529 college savings, and ERISA compliance services.
How are your fees structured?
Our fees relate directly to portfolio values with breakpoints for larger accounts, with no hidden charges or performance incentives.
What investment approach do you use?
We employ diversified asset allocation using ETFs, mutual funds, and non-traditional assets with systematic rebalancing.
How do you ensure client security?
All assets are held by third-party custodians with separate account registration and full liquidity.
Can you help with retirement plans?
Yes, we assist plan sponsors with fiduciary responsibilities, investment selection, and participant education programs.
