Financial planning
Personalized plans address retirement readiness and future income need
Archer Bay Capital
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About Archer Bay Capital
Based in Boston, Archer Bay Capital is an independent financial advisory firm serving individuals, private businesses, and nonprofits. It begins its full-service investment management with a personalized financial plan addressing retirement readiness and how long a client's money may last. The firm provides direct investment management, ongoing portfolio monitoring, and consultations throughout the year about clients' financial needs. Services are charged at a quarterly fee. Archer Bay Capital uses Fidelity Investments as a bank while operating independently of Fidelity. Its planning and investment services are intended to offer clients choice and transparency, with advice centered on their interests. The firm also shares periodic market commentaries by email.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Investment management
Direct investment management with ongoing portfolio monitoring.
Year-round consultation
Consultations throughout the year on clients' financial needs.
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