Investment Approach

Birch Hill is a growth-oriented investment firm that believes in building high-quality portfolios customized to reflect your circumstances and needs. Central to our approach is knowing each client well, understanding their needs, and investing to meet objectives for growth, income and risk tolerance. Our long term perspective keeps us focused on sustainable trends.

Developing Your Individual Investment Strategy

We establish an investment strategy that successfully helps you attain your goals with the appropriate level of risk. Formulating your strategy begins with a discussion of your goals, objectives, and risk parameters. We work with you to define your investment horizon, to understand how much you will spend and when, and to assess an acceptable level of volatility. Your investment strategy incorporates portfolio growth objectives and your expected financial needs.

Your investment strategy is reviewed and updated periodically to ensure it remains appropriate for you.