Investment portfolio or portfolio are terms used to call the set of investments made by a person or company.

The investment portfolio usually contains different financial instruments since it is never recommended to invest all the money in one place.

Depending on the investor’s risk profile and their particular objectives, the investment recommendations to make up the portfolio vary.

At Boston Asset Trust Management we prepare an investment portfolio tailored to suit your needs and goals in the best way! Obviously you will always be in control of your money and you will be able to make changes to your investments and accept or not the suggestions of our advisors.