Breed's Hill Capital designs customized wealth management strategies across all financial planning disciplines to assist our clients in identifying and achieving their goals.
Investment Management 
  • Investment Policy Creation and Maintenance
  • Dynamic Asset Allocation
  • Independent Manager Access, Selection and Oversight
  • Portfolio Risk Management
  • Concentrated Stock Strategies
Wealth Planning
  • Tax Coordination and Planning
  • Estate Planning Strategies
  • Life Insurance Analysis and Execution
  • Asset Protection and Liability Mitigation
  • Family Governance
Organization and Coordination
  • Investment and Wealth Management Reporting
  • Online Portfolio Aggregation (available via web and mobile applications)
  • Secure Portal Document Access​
  • Personal CFO/CEO services
​Terms of Use  •  Privacy Policy  •  Form ADV Part 3  
Breed's Hill Capital, LLC © 2024 All Rights Reserved