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Comprehensive investment advice, consulting and financial management from Boston's premiere independent firm.
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At Independence, our growth has been built on trust in and the expertise of our people. We have been serving clients for more than two decades. Our goal is to provide you with a partner who has your best interests at heart, so you are free to pursue your passions. Through our comprehensive financia…
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Northfield is a market leader in providing investment professionals analytical and operating efficiency tools to enhance individual portfolio and firm-wide performance. Founded in 1985, Northfield has developed open, analytical models to identify, measure and control risk. These risk models cover m…
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Since its inception, the firm has focused on providing personal customer service for clients desirous of tradtional, quality investment related advice and services. Our client base consists of retail, institutional and high net worth individuals, with many accounts being descendents of original acc…
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BOSTON, MA, November 16, 2009- There were 90% of financial advisors who had a positive reaction and 80% who said they could gather more assets with LifeYield ROI, according to a financial advisor study conducted by Boston Research Group (BRG), LifeYield, LLC announced today. BRG held 100 personal,…
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In the late 1990s, Dr. Richard Michaud dove into the problem of why modern portfolio theory works so well on paper but requires extensive tweaking to work in practice. Modern portfolio theory focuses on finding the best portfolio for a certain level of risk or return. The problem that Dr. Michaud p…