Advanced benefits for a new level of performance

Your position comes with advantages
Executive Benefit services, and our Private Asset Management Group

Innovative Strategies for your company and for your executives
The Executive Suite package of services specializes in aligning your organizational needs and priorities with the interests of your executives. Their needs for retirement security, protection against risk exposure, and the preservation of assets are balanced with your endeavor to grow in an increasingly competitive environment.  Your goals and our expertise work in concert to ensure that your supplemental plans are properly performing for your senior executives.

"Change” is a constant—internally, in the marketplace, as well as in regulatory requirements. Assessing your current situation, competitive market position, and what facets need to be addressed are the first steps toward customizing the most effective and efficient solutions for you. Identifying gaps in benefits, potential liabilities, and areas to monitor for compliance, then developing the most appropriate solutions are found in our knowledge base, resources, and experience.

Bay Colony Partners is uniquely positioned to provide a comprehensive and flexible set of executive benefit plans and to achieve more favorable pricing and underwriting concessions from benefit providers.

Services include:

Implementing your plans with a new level of service
Beyond getting the kind of expertise only the largest of companies use to enjoy, you’ll see how our approach to service makes a valuable addition to the way your plans and programs are administered and supported.

We pull together all of the necessary products and teams of advisors and administrators, working as stewards of your goals, resources, and people.

Let us show you how we can simplify this complex part of business and make a positive difference in the way you recruit, retain, and reward top-level professionals.

Disciplined asset management solutions

Our Private Asset Management Group offers:

• Investment Management
• Retirement Income Planning
• Trust Owned Life Insurance Portfolio Management

Investment Management
Our investment philosophy is based on academic research that has for more than 50 years refined and supported the science of investing in the capital markets. We believe, in accordance with the Modern Portfolio and Fama/French theories that the capital markets are efficient, we therefore do not engage in timing markets or stock picking. Simply put, we are investors, not speculators. We seek to employ a long-term, disciplined investment approach and design investment portfolios that provide broad, global diversification across asset classes, which research has shown to be the most important factor in influencing long-term returns.

Retirement Income Planning
You've spent decades accumulating wealth. Now that you're in retirement or approaching it, it's important to have a plan for generating and managing income. Bay Colony Partners will consider the tradeoffs across four key income priorities and assist you with the development of a sound retirement income strategy:

Growth…Potentially enables you to benefit from investment gains and to help keep pace with inflation. The tradeoff can be exposing your savings to market fluctuations.

Guaranteed Income…Helps provide income to cover essential expenses. The tradeoffs may be less flexibility or potentially higher fees.

Flexibility…Gives you full access to and control of your money. The tradeoff may be accepting variable or predictable income instead of guaranteed income.

Principal Preservation…Helps you meet your retirement expenses without spending down your savings. The tradeoffs are it may be difficult to live off of interest earnings alone, and your assets may not keep pace with inflation.

Trust Owned Life Insurance Portfolio Management
We assist our clients and their advisor teams with the complex planning, construction, and monitoring of large life insurance portfolios. We realize that for many wealthy individuals, their life insurance portfolio can represent one of the single largest assets they own. We have built our business practice to ensure that this asset is designed and managed properly to deliver the intended results with the highest level of efficiency.

For more information, go to Private Asset Management Group.

Contact us today for more information. Call 781-722-0005, or send an e-mail from our Contact Us page.