Growing AUM - Assets Under Management - via new clients and asset allocations is one of the most challenging tasks for both groups on either side of the AUM coin in Boston and New England: RIAs, financial advisors on one side and portfolio managers and investment managers on the other. They need each other to thrive and, more importantly, they need to know and understand each other before assets can be allocated. Our business development firm is built upon an omnichannel media platform. We have created the opportunity for AUM professionals to meet each other, share ideas, build relationships ... and grow their AUM.
| Website | http://aumboston.com |
| Employees | 4 (1 on RocketReach) |
| Founded | 2017 |
| Address | 132 Chief Justice Cushing Hwy, Cohasset, Massachusetts 02025, US |
| Technologies |
JavaScript
,
HTML
,
PHP
+21 more
(view full list)
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| Industry | Investment Management |
| Keywords | Investment Management, Financial Advisory, Portfolio Management, Asset Allocation, Wealth Management, Retirement Planning, Financial Planning, Investment Consulting, Investment Strategies, Asset Growth, Risk Management, Client Acquisition, Business Development, Financial Services, Portfolio Optimization, Wealth Building, Estate Planning, Capital Preservation, Investment Solutions |
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Rich Ofsthun is the Founder and Chief Content Officer of AUM/Boston.
1 people are employed at AUM/Boston.
AUM/Boston is based in Cohasset, Massachusetts.
Top AUM/Boston Employees
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Rich Ofsthun
Founder and Chief Content Officer at AUM/Boston
Boston, MA, US12
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