BOSTON STANDARD Overview

Boston Standard Wealth Management Llc is an investment advisor that manages 108.5 MM dollars in regulatory AUM and has 5 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 124MM in positions, representing 114% of the manager's regulatory AUM.

BOSTON STANDARD StockAlpha

-3.5%
Top 25%
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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
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

BOSTON STANDARD Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VTI 33.26% ETF 1.78% 0.07% 0 10%
VEU 15.15% ETF -3.87% -0.83% 0 2%
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FEATURED IN
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BOSTON STANDARD Founders and Key Employees

Name Title In Position Since
Zachary C. Bouchard Chief Compliance Officer July-2011
Lee G. Eudy Principal July-2011
Robert W. Tafuri Principal July-2011

BOSTON STANDARD Brokers, Custodians, Auditors and Administrators

Type Company

BOSTON STANDARD Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis
In accordance with the Investment Planǡ we will primarily invest in ETFsǡ with some limited use of mutual fundsǡ and occasional investment in individual stocks or bondsǡ or other securitiesǤ

Mutual funds and ETFs are generally evaluated and selected based on a variety of factorsǡ includingǡ as applicable and without limitationǡ past performanceǡ tracking errorǡ fee structureǡ portfolio managerǡ fund sponsorǡ overall ratings for safety and returnsǡ and other factorsǤ

In selecting individual stocks for an accountǡ we generally apply traditional fundamental analysis

Fixed income investments may be used as a strategic investmentǡ as an instrument to fulfill liquidity or income needs in a portfolioǡ or to add a component of capital preservationǤ We may evaluate and select individual bonds or bond funds based on a number of factors includingǡ without...
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BOSTON STANDARD Portfolio Concentration

BOSTON STANDARD Location

31 CHURCH ST. #3
WINCHESTER, Massachusetts
UNITED STATES, 01890

BOSTON STANDARD Contact Information

Phone Number: (781) 721-0072
Fax Number: (781) 721-0086
Website:

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