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

Client Services

Developing Your Individual Investment Plan

Building your plan begins with a discussion of your goals, objectives, and risk parameters including your:

  • investment horizon
  • expected need for capital (e.g., how much of your assets will you spend and when?)
  • expected additions to your investment portfolio
  • growth objectives
  • level of comfort with volatility
Our aim is to establish an individual investment plan that successfully helps you attain your goals with the appropriate level of risk.

The Individual Investment Plan is reviewed and occasionally modified during subsequent meetings to ensure it is still appropriate for your needs.