Boston Asset Management, Inc.

Boston Asset Management, Inc. (BAM) is a registered investment adviser established in 1992, with assets under management of $103,671,136 as of December 31, 2023. BAM offers investment advisory services to various clients, including trustees, individuals, estates, corporations, and high net worth individuals. The firm provides continuous investment advisory services on a discretionary basis, tailoring strategies based on client objectives and risk tolerance. BAM primarily offers services to trustees administering special needs and pooled trusts, as well as other fiduciaries. The firm's fee structure for investment supervisory services is based on a percentage of assets under management, with fees ranging from 1.50% to 0.50% based on the market value of assets. Clients receive monthly brokerage statements and transaction confirmations, with the option to request quarterly reports from BAM. The firm does not charge performance-based fees or offer wrap accounts. BAM does not vote proxies on behalf of clients and does not have custody of client funds or securities. The firm's Code of Ethics ensures fair and ethical conduct, with personal trading activities monitored for compliance. BAM does not receive soft dollar benefits and does not have financial arrangements for client referrals. The firm does not vote proxies on behalf of clients and does not provide financial information to clients.