Burns & Levinson Asset Management specializes in long term, tax conscious, investment management of equity and fixed income portfolios. Our portfolios are compromised primarily of individual assets for private clients, retirement plans and charitable organizations. We recognize that each client we serve is unique, therefore we customize our services per client, ensuring complete fiduciary care. In conjunction with our investment advisory services, we provide personalized services such as financial reporting, bill paying, funds and asset transfers, tax preparation, escheated property and securities litigation claims.
The firm is a subsidiary of Burns & Levinson LLP, a Boston-based leading law firm with over 125 attorneys. We frequently collaborate with the attorneys of Burns & Levinson integrating legal, tax, estate planning and financial services. Through this collaboration the Investment Policy Committee was developed, which reviews clients' portfolios on regular basis to make sure that each client's investment needs and goals are met.
Together, since 1960, we have served clients as fiduciaries of trusts and estates while providing customized portfolio management services. The legal expertise of the attorneys at Burns & Levinson enables us to be aware of the ever-changing laws as soon as they happen and what those laws mean to our clients. Ultimately we strive to provide a complete investment management package combining estate planning and financial advice specifically customized to meet each client's needs and goals.
