Asset management means taking on more risks with your money. There are a lot of exotic products on the market, including those with no liquidity. Even though some feature higher rates of return, you may have no control or access to your money for specific periods of time. We generally provide asset management services to our high-net-worth clients. If you're committed to changing the direction of your family's financial future, consult with us today in Boston, Massachusetts. We use a variety of investment instruments, including mutual funds as a vehicle to increase your returns.
Whether you're considering retirement savings, college savings, or mutual fund investments, we can help. The different classes of mutual funds include money market, bonds, and stock.
Children and teenagers often adopt their family's approach to savings and investments from an early age. If you're a parent, we encourage you to contribute to a Roth IRA, especially with your child's summer job earnings. Roth IRA is great because you don't pay any taxes. In addition, you will have access to this tax-free money when it's cashed in years down the road.