Customized portfolios and services for larger portfolios

Assabet Advisors is a fee-only Registered Investment Advisor with a fiduciary duty to put client interests ahead of our own. We are compensated entirely through asset fees. We receive no commissions, 12b-1 fees, transaction fees or any other payments that could  motivate  our selection of investment products or inflate our trading activity.

Assabet Advisors is committed to offering you individualized and interactive services, with the  understanding that your       
personal objectives and requirements should
be the primary factors  determining your
portfolio structure.                        

In an initial fact-finding meeting, we will learn your income and liquidity needs, investment objectives,  time horizon and tolerance for risk.  By analyzing  these factors in conjunction with historical performance data for various asset classes, we create an Investment Policy Statement for your portfolio.

With your approval, we will proceed to implement the plan by making the investments, offering safekeeping of your assets at Fidelity Institutional Brokerage Services, or at another custodian of your choice.

You will receive frequent communications including monthly brokerage account statements, and will be offered portfolio review meetings on a quarterly basis. You can view your portfolio on line at any time.

As a part of our investment services, we will be prepared to discuss  associated wealth management issues. We are available to meet with your other advisors and can assist you in locating advisors for your estate planning, accounting or insurance needs.