We view our role as that of a diligent steward, not simply as a financial consultant. You will receive personalized, current advice. Not one strategy fits everyone or every organization, which is why each client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most current and efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. Some investors prefer an active role in managing their wealth assets, while others opt to turn over matters entirely to our staff. We accommodate both profiles. Our team harnesses the experience and resources available through numerous independent sources for an unbiased approach in crafting your customized financial plan.
What is a fiduciary? A fiduciary is a person or organization that owes to another the duties of good faith and trust. The highest legal duty of one party to another, it also involves being bound ethically to act in the other’s best interest. At BOS Investment Services, we honor this relationship with our clients as we continually act in our clients’ best interests and with their needs in mind.
Is the investment advice you are receiving really in your best interests? Unless your advisor understands and follows a fiduciary process, you can’t really be sure. Fi360 is accredited by the American National Standards Institute for the AIF® Designation, making the designation part of an elite group of accredited designations for financial professionals. Only Accredited Investment Fiduciary® (AIF®) Designees have been certified specifically for their ability to follow a fiduciary process with their clients’ best interests at heart. Here are some attributes that make AIF® Designees different from other advisors or financial professionals: