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Our Process

Keeping up with the increasingly complex financial markets is a demanding task, but the team of advisors at BOS Investment Services has decades of experience advising clients while enjoying access to world-class research, state-of-the-art technology, and comprehensive investment tools. We will work with you to map out an investment or financial plan that is tailored to your goals and tolerance for risk.

The BOS Investment Services process for client engagement consists of the following four phases with our clients placed directly at the center of all our decisions:

  1. Consult to discover the criteria and goals specific to each client.
  2. Collaborate on shared and focused outcomes.  
  3. Construct and implement a specifically designed course of action.
  4. Coach through the issues and events impacting the desired results.

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