Today's investor often discovers that managing assets can be as challenging as acquiring them. A vast array of investment vehicles coupled with an avalanche of information in the media can cause individuals to become confused and conflicted. At Boston 128 Companies Inc., we can help develop a plan to manage your assets. Using strategies of asset allocation and selection, a portfolio can be designed for your assets that meets your investment temperament and goals. Several of our specialized programs offer management services provided by some of the finest institutional money managers, not normally available on a retail basis. The process begins with fact-finding and data gathering. From there, we begin to analyze your needs as well as investment time frame, market knowledge, investment experience, risk tolerance and other pertinent factors. Then a specific portfolio is designed and presented for your consideration. Great care is taken to outline how the various parts work together to provide the overall opportunity to pursue the type of performance that you desired. Naturally, no one can guarantee investment performance or success, but our process allows you the opportunity to pursue the type of performance that you may desire. Next, the plan is implemented and finally, monitored on a regular basis through written communication and follow-up meetings as necessary. Adjustments to the portfolio are made as circumstances dictate.

Preparing for our children's education ranks as one of our most common concerns. Using information from a variety of sources, as well as your needs and concerns, we can help design a plan to provide the necessary funding for your children's college education. Incorporating specialized tuition and savings plans, along with a savings strategy utilizing top money managers, we can help provide a plan to accomplish your goals. Following a logical progression, our professional planners can establish reasonable cost projections for your children's educational needs. A strategy is then developed using a combination of savings, future income and possibly specialized programs which provide the framework to achieve your goals. Regular reviews and adjustments allow for changes along the way. All projections use assumptions reviewed and approved by you so that a comfort level exists in the ultimate success of the plan.