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Monette de la Rosa

Portfolio Administrator at Bingham, Osborn & Scarborough LLC
Overview
Relationships
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Career History

Monette de la Rosa

Portfolio Administrator at Bingham, Osborn & Scarborough LLC

Overview

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This person is connected to 60 people.

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Chief Executive Officer & President at Boston Private Financial Holdings, Inc.

Client Administration Manager at Bingham, Osborn & Scarborough LLC

Finance & Business Manager at Bingham, Osborn & Scarborough LLC

Portfolio Operations & Technology Manager at Bingham, Osborn & Scarborough LLC

Portfolio Administrator at Bingham, Osborn & Scarborough LLC

Portfolio Associate at Bingham, Osborn & Scarborough LLC

Portfolio Administrator at Bingham, Osborn & Scarborough LLC

Portfolio Administrator at Bingham, Osborn & Scarborough LLC

Portfolio Administrator at Bingham, Osborn & Scarborough LLC

Portfolio Associate at Bingham, Osborn & Scarborough LLC
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Career History

Portfolio Administrator
Current
Bingham, Osborn & Scarborough's (BOS) investment approach starts with careful consideration of each client's financial goals, constraints, and risk tolerance. The firm then develops tailored investment strategies with the goals of generating competitive long-term returns and moderating risk. They prefer low-cost investment vehicles and emphasize an investment selection process that avoids conflicts-of-interest. BOS diversifies portfolios among major investment markets that may include: U.S. dollar cash instruments; high-quality short to intermediate term U.S. dollar bonds and notes; foreign bonds and notes; specialty U.S. common stocks such as technology and real estate; large company U.S. common stocks; small company U.S. common stocks; foreign stocks (including emerging markets); and commodities (including precious metals such as gold and silver).In general, when BOS recommends the purchase of securities, they recommend purchases of managed portfolios, such as mutual funds, ETFs, fixed/variable annuities, and separately managed accounts of individual stocks or bonds (e.g., Breckinridge Capital Advisers, SNW Asset Management, Aperio Group). BOS may recommend alternative investments, such as limited partnerships, private placements and hedge funds, although they are not the predominant portion of BOS-managed client portfolios.

Other Affiliations

Monette de la Rosa is affiliated with Bingham, Osborn & Scarborough LLC.

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