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 06/30/21. The fund's latest filing disclosed 2BN in positions, representing 176% of the manager's regulatory AUM.


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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
EBIDTA Margin Debt/Assets Hedge Fund Crowding

BOSTON FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 5.2% Tech -9.12% -0.15% 0 53%
AAPL 4.24% Tech 1.22% 0.34% 0 47%
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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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BOSTON FINANCIAL Portfolio Concentration


BOSTON, Massachusetts
UNITED STATES, 02110-1209

BOSTON FINANCIAL Contact Information

Phone Number: 617-338-8108
Fax Number: 617-338-4079



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