American Research & Management

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COMPREHENSIVE PLANNING

At American Research & Management, we take the time to get to know our clients, understand their financial situation and assess their current and long-term financial needs.

We then help our clients create comprehensive financial, education, retirement, estate and tax planning strategies that guide them toward the realization of their financial goals and objectives. We assist our clients and their families to plan for and navigate through life’s major financial decisions, frequently including:

Client Service

American Research & Management was founded on trust, integrity and exceptional service. Our objective is to deliver the best possible financial advice in a friendly, personalized manner. We are an independent fee-based investment firm focused on meeting client needs, not product sales. We respect our clients and value long-term relationships.

Personal attention is at the heart of our service. As a service-intensive firm, we make every effort to understand each client’s specific needs and tailor our investment management activities accordingly. Clients always have direct access to our principals. We invite clients to visit us. We respond promptly to telephone inquiries.

Client Meetings

We meet with clients at least once a year, or more frequently as required, to review investment strategy and results and discuss tax or estate planning options. We can also communicate by phone or email if preferred.

Statements & Reports

Client portfolios are custodied with Schwab or Fidelity. Clients receive monthly statements, quarterly reports detailing client holdings and performance, and 24/7 online access to investment information. At year-end, clients also receive comprehensive tax packages from us for return preparation.

An Independent Firm

American Research & Management is an independent, privately owned firm. Our investment decisions are based on our own research and not dictated by any brokerage firm, investment bank or mutual fund company. Since we are not beholden to a single firm, we are free to pursue any investments we feel would be most beneficial to our clients.

Network of Experts

To implement our planning services, we work with a network of other independent experts, including lawyers, accountants and insurance agents – ensuring that clients will receive the same kind of unbiased advice that we provide.

SEC Registered

American Research & Management is an investment advisor registered with the U.S. Securities and Exchange Commission.