How We Work with You

At Birch Hill, we believe a successful relationship includes clearly articulated objectives, a well-defined investment plan and a flexible strategy coordinated with all of your professional advisors.

  • We start by developing an individual strategy reflecting your growth objectives, overall risk tolerance and income needs. This policy includes allocation targets for growth and income investments.
  • We coordinate the plan with your attorney or tax advisor to ensure your personal financial goals are met in the most efficient manner.
  • We work with you to establish charitable and family gift strategies.
  • We serve as trustee in our individual capacity for many of our clients, where our understanding of the financial circumstances and our independent role can be valuable.
  • Our broad management experience allows us to work with our clients and provide guidance in a wide variety of personal financial decisions.