Birch Hill Investment Advisors LLC
Birch Hill Investment Advisors LLC is a Boston-based, fee-only Registered Investment Advisor founded in 2007. The firm primarily serves high net worth individuals, families, trusts, and charitable organizations, managing diversified investment portfolios and offering wealth management services. With approximately 19 employees, Birch Hill focuses on providing bespoke investment advice, portfolio management, and holistic financial planning to its clients.
Investment Strategy
Birch Hill Investment Advisors LLC employs a long-term, diversified investment approach, focusing on customized portfolio construction for individuals, families, and institutions. The firm uses a mix of equities and fixed income holdings, aiming to balance growth and capital preservation based on each client’s specific objectives and risk profile. Their portfolios typically comprise blue-chip stocks and fixed income securities, with an emphasis on disciplined, fundamental analysis and tax-efficient strategies. Birch Hill prioritizes fee-only, fiduciary relationships and objective advice tailored to sophisticated investor needs.
Top Holdings
Equity Positions (197)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.22% | $147.2M | 284,203 | $42.93 | $517.95 | +$6.4M |
A AMZN | AMAZON COM INC | 5.07% | $119.9M | 546,250 | $24.22 | $219.57 | +$97.0K |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.63% | $109.5M | 217,830 | $196.28 | $502.74 | +$3.1M |
A APH | AMPHENOL CORP NEW | 3.96% | $93.7M | 757,569 | $43.64 | $123.75 | +$17.2M |
A AAPL | APPLE INC | 3.95% | $93.5M | 367,388 | $36.61 | $254.63 | +$20.2M |