BOSTON RESEARCH AND MANAGEMENT, INC.
Firm details
- Headquarters
- MANCHESTER, Massachusetts
- CRD number
- 107643
- Registered since
- July 31, 1991
- Website
- bostonrm.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI96.86%
- Individuals2.74%
- Corporations / Businesses0.18%
- Charitable Organizations0.15%
- Pension & Profit Sharing Plans0.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Boston Research And Management, Inc. is an independent registered investment adviser with a long track record (SEC registration since 1991) that serves individual and family clients. The firm’s advisory work centers on financial planning and portfolio management for individuals, small businesses and institutional clients. Their stated fee approach blends asset-based fees and hourly charges. Investment activity shows a clear tilt toward equities—both individual stocks and exchange-traded products—paired with selective use of third-party alternative managers for diversification and return enhancement. The firm is not identified as an active ESG investor and operates under an individual ownership structure.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- State & Local Bonds15%
- Public Funds/Mutual Funds14%
- Investment Grade Corp Bonds8%
- Cash & Cash Equivalents7%
Owners & executives
1 of 1DANIEL TORTOLA
Chief Investment OfficerCRD 5643293
Contacts
3 of 5ROBERT MCKENZIE
Senior Client AdvisorCRD 4393552
Leslie Kernan
AnalystCRD 7523715
CHARLES BABIN
Senior AdvisorCRD 9509
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$90.6M in ETFs
100%
$90.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $19M | 29,066 | 20.95% |
Location
MANCHESTER, MA
ESSEX
Location
MANCHESTER, MA
Headquartered in MANCHESTER, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- ESSEX
- Address
- 40 Beach St
- Time zone
- ET (UTC-5)
- Office locations
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