American Research & Management

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ABOUT OUR FIRM

We listen attentively to our clients to gain a thorough understanding of their financial situation, goals and aspirations – not just for themselves, but for future generations.

Our Belief

Managing personal or family wealth is more complex today than ever before. There are more demands on capital, more options to evaluate, and more pressure to invest wisely. Markets are increasingly volatile and uncertain. Many people believe they need assistance, but don’t know where to turn for individualized, unbiased advice. Stockbrokers, bankers, and insurance agents compete to sell products, but often don’t spend enough time considering a client’s specific needs and wishes. American Research & Management is different. We are a time-tested, independent investment firm – a fee-based advisor focused on our clients’ interests. We listen attentively to our clients to gain a thorough understanding of their financial situation, goals and aspirations – not just for themselves, but for future generations. We then work with them on an individual basis to develop comprehensive financial, tax and estate strategies and individually tailored investment portfolios to help them achieve their financial objectives and goals.

Our Commitment

American Research & Management was founded on the belief that private investors need more than just knowledgeable and impartial financial advice. To be truly successful, they also require access to the sophisticated asset management and long-term planning services normally reserved for large institutions and the very wealthy. We strive to give families, individuals and charities the same opportunities as institutional clients to accumulate and preserve capital as well as the same opportunities as wealthy families to enhance and protect multi-generational assets. We help clients build and maintain wealth, achieve financial independence, and create financial legacies for generations to come.