Client Services

  • Personalized attention and service
  • Coordination of the investment portfolio with:
    • Income taxes
    • Estate plans
    • Other family members
    • Policy statements or investment plans
  • Counseling beyond the portfolio
  • Clients work directly with a Birch Hill principal and other principals as a back-up
  • A communication plan that meets the client’s needs: periodic meetings, written reviews and regular telephone and email communication