U. S. BOSTON CAPITAL CORPORATION

Overview

U. S. Boston Capital Corporation operates as an independent broker-dealer that also provides advisory services including financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm serves both individual & family clients and institutional clients. Its stated fee structure mixes percentage-of-AUM charges with hourly and fixed-fee arrangements, which supports flexible engagement models across wealthy individuals and small institutional mandates. Investment activity centers on public funds and mutual funds as the primary building blocks for client portfolios, supplemented by allocations to external alternative managers. The firm does not present itself as an active ESG investor and is organized under a domestic owner structure that includes individual ownership elements. The business is not positioned as a capital allocator; instead it sources third-party managers for alternatives and relies on pooled public vehicles for core exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices