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, coordinated strategy with all of your professional advisors.

• We start by developing an Individual Investment Plan for every client reflecting his or her growth objectives, overall risk tolerance and income needs. This policy includes allocation targets for growth and income investments.
• We help you select the best custodian for your investment assets.
• 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 meet the family’s needs.
• Our broad management experience allows us to work with our clients and provide guidance in a wide variety of personal financial decisions.

• Client Services
• How We Work With You
• Individual Investment Plan