Business Details
Your Trusted Partner for Financial Advisory Services in Boston, MA
At Johnson Asset Management, our disciplined approach to investment management has remained steadfast since our founding. We specialize in crafting tailored solutions for clients through fixed income and equity strategies, leveraging over two decades of proven performance. Our team of seasoned professionals prioritizes client needs, maintaining complete continuity with no institutional portfolio manager turnover. We implement a proprietary Quality Yield methodology designed to outperform market benchmarks while minimizing risk, particularly during economic downturns.With a singular focus on client success, we deliver transparent communication and customized service, ensuring every relationship benefits from our academic heritage and institutional expertise. Our no-load mutual funds, accessible since 2000, provide diversified investment opportunities backed by competitive pricing and a commitment to long-term stability.
Services
Fixed Income Strategy
Equity Strategy
Mutual Funds
Portfolio Management
Investment Consulting
Highlights and features
- We have outperformed the Bloomberg US Aggregate Index for 15 of the past 21 years
- Our investment team has maintained complete continuity with no institutional portfolio manager turnover
- We prioritize client needs with customized service and transparent communication
- Our proprietary Quality Yield approach minimizes risk while maximizing returns
- We offer competitively priced mutual funds with institutional experience since 2000
Associations and certifications
- SEC Registered Investment Adviser
Services
Fixed Income Strategy
Our fixed income strategies employ a proprietary Quality Yield approach to optimize risk-adjusted returns. We focus on investment-grade securities with disciplined duration management, consistently outperforming the Bloomberg US Aggregate Index over multiple market cycles. This approach emphasizes downside protection while maintaining competitive yields for institutional and individual investors.
Equity Strategy
Our equity solutions combine enhanced index capabilities with active management techniques. The strategies emphasize downside protection during market declines while seeking superior returns over full market cycles. We utilize a repeatable process focused on optimizing returns relative to risk exposure for both institutional and retail clients.
Mutual Funds
We offer five no-load mutual funds providing diversified exposure to fixed income and equity markets. These funds implement our proprietary investment methodologies with competitive pricing structures, delivering institutional-quality strategies to individual investors since 2000 through transparent, accessible vehicles.
Portfolio Management
Our team provides comprehensive portfolio management services integrating fixed income and equity strategies. We build customized solutions aligned with client objectives using a team-based approach that combines academic research with practical implementation for both institutional and individual clients.
Investment Consulting
We offer tailored investment consulting services focused on strategic asset allocation and risk management. Our advisory approach emphasizes long-term planning and market analysis, leveraging our 20+ years of experience in delivering consistent performance across various economic environments for institutional clients.
People
Christopher Vassilopoulos
Portfolio manager with extensive experience in fixed income markets and implementation of the firm's proprietary investment strategies.
Charles Donovan
Investment professional specializing in client portfolio management and implementation of equity investment strategies.
Mark Hollick
Experienced portfolio manager focused on delivering customized investment solutions for institutional clients.
Michael Murphy
CFP
Certified financial planner providing comprehensive investment guidance and portfolio management services to individual clients.
Questions
What investment strategies do you offer?
We offer fixed income strategies, equity strategies, and mutual funds implementing our proprietary Quality Yield approach across various asset classes.
How does your investment approach differ from competitors?
Our proprietary Quality Yield methodology focuses on optimizing returns per unit of risk with a 21-year track record of market outperformance.
Can individual investors access your services?
Yes, through our five no-load mutual funds that implement the same strategies used for institutional clients since 2000.
How long has your team been together?
Our investment team has maintained complete continuity with no institutional portfolio manager turnover since inception.
