Boston Asset Management

Boston Asset Management (BAM) was founded by Leo Govoni in 1992 in response to a growing need for independent, customized investment advisory services for the legal and disability communities. With the combination of sophisticated financial planning, professional money management and expertise in government assistance programs, the company provides a complementary outlet through which attorneys can fulfill their fiduciary duties to their clients.

Every client is considered individually and is treated on a case-by-case basis. BAM has extensive experience serving clients with unique needs and financial goals. Within the Managed Account Program, a broad range of clients benefit from advisory and management services derived from the integration of various consulting disciplines, including client suitability analysis and a balanced investment approach.

Through the Center for Special Needs Trust Administration, Boston Asset Management also allows its clients access to unique products and services such as the Florida Pooled Trust, Special Needs Trusts, Qualified Income Trusts, Settlement Preservation Trusts and professional trust administration. Services provided by The Center are aimed to give trust beneficiaries and their families the peace of mind that comes from knowing that their public assistance benefits will be protected and their public assistance benefits will be protected and their quality of life enhanced.

Services provided by Boston Asset Management in conjunction with the Center for Special Needs Trust Administration, Inc. include:

Asset Protection Financial Planning