Private Wealth Management

A recognized leader in managing private client assets, Montrusco Bolton Investments has 60 years of experience in servicing individuals, estates, trusts and private holding companies.

Our priority is your peace of mind
In order to manage your assets effectively, we must first have a complete understanding of your personal situation.

Establishing your investment policy
We will take whatever time is needed to clearly grasp your objectives, and your time horizon for achieving them, and to understand your specific tax considerations and  your risk tolerance. With this information we will be able to develop a customized investment policy that reflects your unique investment objectives and constraints. Once you have reviewed and approved your policy, we will then establish the limits within which we will manage your portfolio.

A long-lasting relationship based on integrity
From that point on, we will act in your best interests by managing your portfolio in a discretionary fashion i.e., buying what our experienced investment team believes are the most appropriate securities for you and selling them at the most appropriate time. Most importantly, we will help you take advantage of a relationship based on trust, respect and integrity. You will appreciate this new way of looking at your investments, like our other private clients who, over the years, have found this type of relationship offers a powerful leverage for achieving their goals.

Philosophy
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Prospect