The Boston Family Office LLC

The Boston Family Office LLC

The Boston Family Office LLC

Overview
Date Founded

1996

Headquarters

88 Broad Street,2nd floor,Boston, MA 02110-3407

Type of Company

Private

Employees (Worldwide)

15

Industries

Investment Services & Portfolio Management

Company Description

The Boston Family Office focuses on managing portfolios of growth-oriented equities, using fixed-income and other asset classes for balance and stability. For asset classes other than US equities and bonds, such as international, private equity or real estate, the firm considers other investment vehicles including limited partnerships, ETFs and mutual funds.When investing in equities, the Boston Family Office looks for quality companies that can be held for several years or more. They focus on companies that are benefiting from favorable macro economic trends, have strong product or service franchises and have good management teams. Diversification is maintained by limiting sector weightings and size of individual holdings.For fixed-income investments, the firm focuses on taxable or non-taxable issues depending on the client's needs. Creditworthiness of the issuer (A- rating or better), the number of years until maturity (rarely more than 12 years) and the coupon rate are the most important considerations. In general, they build a 'ladder' of bonds, with maturities stretched over a period of years.For areas outside of their expertise such as international investing, real estate and private equity, the firm uses outside managers, through investment vehicles ranging from ETFs to mutual funds and limited partnerships.

Contact Data
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Executives & Employees

Co-Founder

Chief Investment Officer

Partner & Chief Compliance Officer

Partner & Portfolio Manager

Partner & Portfolio Manager

Partner & Portfolio Manager

Partner & Portfolio Manager

Partner & Portfolio Manager

Partner & Portfolio Manager

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