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Asset Management

Whether you’re an individual, investment committee or board of directors, when you partner with BOS Investment Services, you can expect clear communication and a portfolio construction process that is designed to create unique, customized investment portfolios that are geared to your specific objectives and risk constraints. BOS Investment Services has broad investment capabilities designed to meet our clients’ diverse investment needs and objectives.

Whatever your needs, we have developed a team structure that allows our experienced professionals to provide customized investment advice to a wide range of clients. BOS Investment Services is comprised of a skilled and experienced team of investment professionals. We serve our clients in a fiduciary capacity and our approach to managing investments puts our customers' goals first.

Portfolio Analysis

Asset Allocation Analysis

Investment Strategies for Growth

Investment Strategies for Income

Investment Policy Statement Review

Consultation of Legislative, Regulatory and Compliance Issues

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