Asset Management Resources, LLC was founded by Chief Investment Officer, J. Christopher Boyd, CFP®, CASL® who has worked over 20 years in the financial services industry. As we have grown we have assembled a talented team of experienced Investment Advisor Representatives and staff who make you their number one priority. Our clients are principally on Cape Cod, Massachusetts, but our clientele extends to residents around Massachusetts and the country.
Our clients at AMR, LLC encompasses both individuals and families. Most of our clients have the shared goals of wealth preservation, income growth and an income stream during retirement. We have come to specialize in financial services for retirement. At AMR, LLC our mission is to provide personalized investment services to those intent on a secure retirement. We do so by keeping the client’s best interest at heart along with skillful advice, and competitive products and services. Throughout our history integrity and on-going communication have been guiding principles. We encourage your involvement with scheduled reviews and regular impromptu contacts, while advising you along the way.
Asset Management Resources, LLC’s greatest priority is enhancing your financial and personal goals through wealth management. Our investment process is designed to be comprehensive and customized to you. We provide our clients with the information and guidance necessary to make sound financial decisions. We start with a thorough understanding of your values and goals. We then complete a financial plan and a current portfolio diagnosis before we make any recommendations. We promote the benefits of strategic asset allocation with modest tactical moves.
AMR, LLC is a Registered Investment Advisory firm. We provide access to a full range of financial services, including portfolio management, investment advice, financial planning and consulting. Insurance and estate and trust services are available through company affiliations. Investment strategies are offered as part of the overall asset management service provided to clients. We offer both discretionary and non-discretionary management services. AMR, LLC strategies are available at TD Ameritrade Institutional. Third party management partners are Morningstar Investment Services and Genworth Financial Wealth Management. A full disclosure for AMR, LLC can be found in our ADV, which can be provided upon request.