BOSTON FINANCIAL Overview
Boston Financial Mangement Inc is an investment advisor that manages 1.3 BN dollars in regulatory AUM and has 37 employees, of which 14 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/21. The fund's latest filing disclosed 2BN in positions, representing 172% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/21. The fund's latest filing disclosed 2BN in positions, representing 172% of the manager's regulatory AUM.
BOSTON FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BOSTON FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 5.06% | Tech | 23.15% | 0.32% | 0 | 0% | ||
| AAPL | 4.45% | Tech | 21.83% | 0.2% | 0 | 0% | ||
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FEATURED IN
BOSTON FINANCIAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Richard H. Morse | Chairman | June-1990 |
| John S. Goldthwait | Managing Director | March-2003 |
| Charles T. Casazza | Managing Director | March-2003 |
| Thomas C. Abisalih | Chief Compliance Officer | September-2014 |
| Susan G. Zimmerman | Managing Director | April-2003 |
| Mark E. Ingram | Managing Director | March-2005 |
| Alan T. Macdonald | Managing Director | March-2005 |
| Geoffry A. Juviler | Managing Director | March-2005 |
| Carol A. Cusson | Controller | March-2005 |
| Karen R. Bottar | Managing Director | July-2006 |
| Janell Phillips | Managing Director | July-2006 |
| Michael L. Brown | President, Director | June-2009 |
| Dana F. Clark | Managing Director | June-2009 |
| Edward F. Glesmann | Managing Director | August-2009 |
| Jonathan D. Lynch | Vice President | September-2014 |
| Theodore M. Shediac | Managing Director | January-2011 |
| Brad M. Weafer | Director Of Research | September-2014 |
| Kenneth M. Fischer | Managing Director | July-2013 |
| David J. Duval | Managing Director | September-2014 |
| Lawrence I. Kahn | Managing Director | September-2014 |
| Richard T. Morse | Director | September-2014 |
| Timothy J. Farina | Assistant Vice President | September-2014 |
BOSTON FINANCIAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BOSTON FINANCIAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
In managing accounts, Boston Financial Management generally employs an investment strategy which emphasizes a long term point of view. Securities purchased consist predominantly of investment-grade securities including common and preferred stocks; bonds and notes of corporations, federal, state, and local governments and agencies; mutual funds; and exchange- traded funds. Covered call options may be written for client accounts from time to time, as appropriate. Boston Financial Management does not ordinarily engage in short sales or margin transactions on behalf of clients.
In the case of accounts over which Boston Financial Management has discretionary authority, the exercise of such authority is limited by the investment objectives and strategy agreed upon with the client. In managing accounts, Boston Financial Management takes into consideration the client's objectives, tolerance for risk, and need fo...
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In managing accounts, Boston Financial Management generally employs an investment strategy which emphasizes a long term point of view. Securities purchased consist predominantly of investment-grade securities including common and preferred stocks; bonds and notes of corporations, federal, state, and local governments and agencies; mutual funds; and exchange- traded funds. Covered call options may be written for client accounts from time to time, as appropriate. Boston Financial Management does not ordinarily engage in short sales or margin transactions on behalf of clients.
In the case of accounts over which Boston Financial Management has discretionary authority, the exercise of such authority is limited by the investment objectives and strategy agreed upon with the client. In managing accounts, Boston Financial Management takes into consideration the client's objectives, tolerance for risk, and need fo...
Unlock Full Investment Process Description
BOSTON FINANCIAL Portfolio Concentration
BOSTON FINANCIAL Location
ONE WINTHROP SQUARE
BOSTON, Massachusetts
UNITED STATES, 02110-1209
BOSTON, Massachusetts
UNITED STATES, 02110-1209
BOSTON FINANCIAL Contact Information
Phone Number: 617-338-8108
Fax Number: 617-338-4079
Website: http://www.bostonfinancialmanagement.com
Fax Number: 617-338-4079
Website: http://www.bostonfinancialmanagement.com
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