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

Investment Vehicles Employed

  • Growth investments are selected based on their fundamental prospects for long term growth and their attractive current valuations.


    • Domestic, global and international equities.
    • International Developed Markets (exchange traded funds and actively managed mutual funds)
    • International Emerging Markets (exchange traded funds)
    • Commodities (exchange traded funds and individual stocks)


  • Income-oriented investments are selected for current income and diversification.


    • Higher-quality bonds (Government, Agency, Corporate)
    • Preferred stocks
    • High yield bond funds
    • Convertible securities
    • Real Estate Investment Trusts


  • Other asset classes may be used to fulfill specific portfolio objectives.


    • To a limited extent and where appropriate, we may also use real estate partnerships, hedge funds, private equity and venture capital.