Burns & Levinson Asset Management manages equity and fixed income portfolios for individuals, retirement plans, and charitable organizations. We specialize in long-term, tax conscious, investment management for equity and fixed income portfolios. Our portfolios are comprised primarily of individual assets. We also provide retirement planning services for corporations and their employees including 401(k) and 403(b) plans.
The firm is a subsidiary of Burns & Levinson LLP, a Boston-based leading law firm with over 125 attorneys. We often collaborate with Burns & Levinson’s Private Client Group attorneys to integrate legal, tax, estate planning and financial advice. Together, since 1960, we have served clients as fiduciaries of trusts and estates while providing customized portfolio management services. The expertise of the Private Client Group attorneys enables us to be aware of the ever-changing laws as soon as they happen and what those laws mean to our clients. Working with the Private Client Group attorneys also allows us to provide a complete package with investment management and estate planning and financial advice.
