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Bay Colony Advisors

Bay Colony Advisors is a privately owned, independent wealth management and investment advisory firm registered with the Securities and Exchange Commission. The firm is made up of twelve Investment Advisor Representatives who provide personalized money management services for a diverse group of clients including individuals, family trust, retirement accounts, profit sharing and pension plans. Our investment approach is risk-based and attempts to mirror the successful academic endowment models followed at many well-respected institutions such as Harvard and Yale. The basic premise of the endowment model is to carefully control risk.

The difference between our approach and traditional money managers is that we attempt to protect and build wealth in advancing or declining equity markets. We pride ourselves on the close working relationship we establish with our clients as well as our philosophy of being a "hands on" investment advisory firm. This enables us to make timely suggestions to satisfy the needs of our clients.

Bay Colony Advisory Group from John Ohl on Vimeo.

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86 Baker Avenue Extension, Suite 310 | Concord, MA 01742 | 800.320.1912