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 12/31/22. The fund's latest filing disclosed 337MM in positions, representing 311% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 12/31/22. The fund's latest filing disclosed 337MM in positions, representing 311% of the manager's regulatory AUM.
BOSTON STANDARD StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BOSTON STANDARD Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VTI | 34.37% | ETF | 3.84% | -0.19% | 0 | 16% | ||
| BND | 11.23% | ETF | 3.18% | 0.17% | 0 | 4% | ||
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FEATURED IN
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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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
WINCHESTER, Massachusetts
UNITED STATES, 01890
BOSTON STANDARD Contact Information
Phone Number: (781) 721-0072
Fax Number: (781) 721-0086
Website: http://www.bostonstandardwealth.com
Fax Number: (781) 721-0086
Website: http://www.bostonstandardwealth.com
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