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Our Practices

Burns & Levinson Asset Management

A financial plan for the future as unique as your footprint.

Managing an investment portfolio is an important task that many feel is best delegated to experts. When financial expertise is needed, Burns & Levinson Asset Management, a subsidiary of Burns & Levinson LLP, is at hand with comprehensive skills, services and economic research. We have managed equity and fixed income portfolios for individuals, retirement plans and charitable organizations since our inception.

We’re here to listen, research, advise, formulate and administer a tailored asset management plan that is precisely in line with individual personal investment goals.

Together with the attorneys of Burns & Levinson, our financial and legal professionals provide portfolio management and serve as fiduciaries of trusts and estates. Our account management is completely transparent and our clients enjoy the benefit of having an ongoing dialog with the Chief Investment Officer and other key members of the firm, as well as regular periodic reports and access to selected market data necessary for informed decision making and management.

Burns & Levinson Asset Management is registered as an investment adviser with the Securities and Exchange Commission and the Securities Division of the Secretary of State of the Commonwealth of Massachusetts*.

For more information on Burns & Levinson Asset Management, click here to go to its web site.

B&L Asset Management LLC d/b/a Burns & Levinson Asset Management