Become a Client

BOS Investment Services would appreciate the opportunity to earn your business. Choosing a financial advisor or asset manager is one of the most important and personal decisions a client will make. Trust is earned and at BOS Investment Services, our first priority is to look objectively at your desired outcomes and provide a customized presentation on how we can address your goals.  Our primary task is to build that trust by providing customized and independent action plans that look out for your best interests.

Here is a brief overview of what you can expect when you engage our team:

We typically conduct two initial meetings at no cost or commitment so we can become acquainted with potential clients and understand their financial expectations and needs.

Once an initial assessment is made, we will outline a proposal and cost structure for your consideration.  Our initial meeting (and likely our first two meetings) are conducted with no obligation. At a minimum we will discuss how you are doing and potential areas for improvement. During our consultation, be sure to ask questions and uncover answers to the following inquires; 

1. Is the prospective advisor independent? How is my investment manager compensated and does their compensation affect their ability to deliver independent and objective advice?
2. Does the prospective advisor have the expertise to understand my risk tolerance, investment goals and unique circumstances? Is he/she able to customize my portfolio or financial plan based on my situation?
3. Investment management is just one facet of my financial picture. Does my investment manager operate in a team-based environment with multiple specialists?  

The BOS Investment Services professionals work with you to establish your accounts,  technology platforms, reporting services and if applicable, the transfer in of any existing assets to our independent third-party custodian. Whether you are an individual, family or company client, the next meeting begins your journey with BOS Investment Services as your partner toward your specific investment objectives and financial goals.

The decision is yours. We are looking forward to serving you so contact us today to start a conversation.