Understanding your unique situation is the first step.
Foster Dykema Cabot’s investment approach recognizes that your goals and needs for wealth management are unique. We listen carefully to you to understand your objectives, values, concerns, and preferences while taking into account your family dynamics, financial resources, and feelings about risk. We then develop a financial plan for you, tailoring the investments in your portfolios to meet your specific requirements.
Portfolios that are customized, diversified and responsive.
After reviewing your objectives, we help you select an appropriate long-term strategy or base-policy mix of assets that best aligns your return objectives with your ability and willingness to take risk. Our approach provides the balance and diversification essential to build consistent returns as well as the discipline needed to keep your investments on track during periods of market turbulence. If you have an existing portfolio, we review legacy holdings and develop a plan to minimize capital gains as we reposition your portfolio for maximum benefit. To that end, we make adjustments when we identify attractive investment opportunities or believe it is prudent to mitigate risk. We also rebalance your portfolio regularly, through a tax-efficient lens, to ensure that investments stay aligned with your goals.
Research-driven solutions, through an independent lens.
Foster Dykema Cabot helps you make sense of the array of investment choices by selecting appropriate fixed-income, equity, and alternative investments for your portfolio based on extensive fundamental analysis. Unlike full-service financial services firms, our judgment is not clouded by potential conflicts of interest arising from pressure to generate revenue other than our advisory fee. As an independent firm, we do not have to please multiple constituencies by steering fees to them, nor do we earn any additional fees for managing proprietary products or referring business to third-party advisors. Our focus is on the needs of our clients and this provides us with the freedom to provide independent advice and select optimal investments for our clients from a broad universe of choices.
A dedicated team for each relationship, amassing the diversity of expertise and experience to confront each client’s unique needs.