Birch Hill Investment Advisors LLC
24 Federal Street, 10th Floor
Boston, MA 02110
Phone: 617-502-8300
Fax: 617-502-8310
BirchHillAdvisors.com

Investment Approach

  • We customize portfolios to meet the unique needs and circumstances of each client.


  • Individual Investment Plans are developed for every client reflecting their growth objectives, overall risk tolerance and income needs.


  • We develop allocation targets for growth (equity oriented) and income (bond oriented) investments appropriate for the client’s individual situation.


  • Portfolios are managed within three broad strategies:


    • Capital Preservation/Below Average Risk
    • Core Growth/Average Risk
    • High Growth/Above Average Risk


  • Taxable portfolios are tax-managed to minimize the impact of capital gains and tax-disadvantaged income.


  • Portfolio turnover is typically low.