by Boston Financial Management | Apr 4, 2024 | Announcement, In the News
Boston Financial Management is proud to announce that the firm has been selected for the second year in a row to Forbes’ list of America’s Top Registered Investment Advisors (RIAs). At #23 on Forbes’ list, BFM is one of the highest-ranked firms in...
by Boston Financial Management | Mar 26, 2024 | Announcement, In the News
High Quality Dividend Appreciation and Global Asset Allocation Strategies Awarded Manager of the Decade; High Quality Mid Cap Awarded 2-Stars Boston Financial Management (“BFM”) has been awarded PSN Top Guns distinctions by Informa Financial Intelligence’s PSN manager...
by Boston Financial Management | Sep 22, 2023 | Announcement, In the News
Boston Financial Management (“BFM”) has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest-running database of investment managers. BFM’s High Quality Mid Cap strategy was honored with two...
by Boston Financial Management | May 31, 2023 | Announcement, In the News
Boston Financial Management (“BFM”) has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest-running database of investment managers. BFM was honored with a 1-Star Top Gun rating for the firm’s...
by Boston Financial Management | Dec 7, 2022 | Announcement, In the News, Special Edition
Boston Financial Management is proud to announce that the firm has been selected to Forbes’ inaugural list of America’s Top Registered Investment Advisors (RIAs). At #20 on Forbes’ list, BFM is the highest-ranked firm in New England. To compile the...
by Boston Financial Management | Feb 3, 2022 | In the News
Patricia M. Ferris Vice President of Client Service and Training BIO Jeremy S. Glenn Managing Director BIO Boston Financial Management welcomed two new team members in January 2022. Patricia Ferris joins as the Vice President of Client Service and Training, and Jeremy...