Commitment to our Clients

Our mission is to provide personalized wealth management services that meet the needs of our clients: individuals, trusts, foundations, endowments and institutions.

We accomplish our mission by:

  • cultivating a firm that is attentive to the needs of our clients
  • ensuring clients receive the focused attention and reflective thought of a seasoned investment professional in establishing their goals and objectives
  • maintaining a forward-looking investment process focused on long-term trends in the global financial marketplace
  • upholding high ethical and fiduciary standards that our clients deserve and expect
  • investing in the people, systems and support to ensure the delivery of a high quality service to all clients

When clients employ Birch Hill they place their confidence in us. We embrace the responsibility implied by their commitment and pledge to work every day to earn that trust.