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Personnel The key to any successful business is the quality and dedication of its people. We believe the way to provide consistently superior performance and outstanding service is to hire and retain exceptional people at all levels. All individuals are considered as both resources to their peers as well as the company as a whole. Investment Policy Committee The Investment Policy Committee consists of a small team of highly experienced investment professionals. The Committee's responsibility is to establish long-term investment strategies based on economic and market conditions, and review portfolio construction and investment results. The committee meets bi-weekly or as is appropriate. Director of Research The Director of Research and all Portfolio Managers meet formally each week to review economic sectors and underlying holdings. At this time, individual stocks are added to and deleted from our Master Research List* with consensus of the committee and ratings are adjusted and reports are presented on economic trends in both the fixed income and equity markets. In addition to in-house research, we utilize the independent research of recognized firms that provide both fundamental and technical analysis on a substantial universe of equity and debt securities. We supplement their efforts with a variety of materials from many of the nation's major brokerage houses, investment banking firms, and on-line resources. Portfolio managers also meet informally at the beginning of each day to share views, current news, overnight reports both on individual holdings and markets in general. Financial Planning Wealth retention is a critical part of the service provided to our clients. Wealth preservation, using our proprietary ResourceMap®, allows clients and their families to retain a greater portion of their wealth. This internally developed program allows us to know our clients and their families' financial picture in intricate detail. The resulting cohesive financial strategy, involving the control of capital gains taxes, positive cash flow, gifting programs and estate planning, preserves wealth, not only for current clients, but future generations. Trustee Services Individual officers of Boston Financial Management often act as private trustees given our specific ability to deal with delicate family/trust situations and our working knowledge of estate and trust issues. We work closely with our clients' legal and accounting counsel. Information Technology Boston Financial Management has installed cutting-edge technology to assist portfolio managers, traders, and client service administrators in efficiently managing and maintaining client accounts. The INDATA® IMS portfolio accounting system is state-of-the-art and was selected from among many competitors for its versatility, speed, and ease-of-use. * Boston Financial Management clients interested in obtaining the latest copy of our Master Research List, a listing of the securities and industries actively covered by our analysts, are encouraged to please contact your portfolio manager directly. |
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