With over $102 million in assets under management, we structure each client portfolio based upon long-term trends in financial markets.

 

Asset allocation, or the strategic distribution of assets across
various asset classes, is the primary determinant of results. By building individual-specific portfolios in the light of historical financial market research, we seek to structure portfolios in which risks are compensated by returns at a level appropriate for the individual investor.

Do you know how much risk is in your current portfolio?  Does that risk level match your personal risk-comfort level?  Not sure? Click on the link below to check on where you currently stand.

Free Risk Analysis

 

Our fees are based only on assets under management
Some advisors receive payments through commissions, 12b-1 fees, transaction fees or other sources (kick-backs) that could motivate the selection of investment products or inflate the cost of a client's investment activity.  Assabet Advisors takes a fiduciary responsibility in the handling of our clients' assets. We receive no other compensation outside of the fees we charge on the assets under management. This removes all potential conflicts of interest.