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Boston Research & Management Inc.
Boston Research & Management, Inc. is an independent, fee-only fiduciary Registered Investment Adviser (RIA) headquartered in Manchester-by-the-Sea, Massachusetts. Founded by Raymond J. Stecker, Jr. in 1991, the firm has grown into one of New England’s premier comprehensive wealth management firms, serving high net worth families, individuals, and endowments. With around 7-8 employees, BRM specializes in holistic financial planning, investment management, and wealth advisory services, always maintaining independence and transparency for its clients.
Investment Strategy
Boston Research & Management employs a holistic, client-centric approach, focusing on customized investment portfolios that are aligned with clients’ specific goals, risk tolerances, and financial circumstances. The firm acts as an independent fiduciary, avoiding conflicts of interest by refusing product commissions and referral fees. Their strategy integrates rigorous independent research, macroeconomic analysis, diversification, and long-term wealth preservation, complemented by expertise in financial, tax, and estate planning. Transparency and direct client access to decision makers are core to their philosophy.
Latest 13F Filing Activity
Boston Research & Management Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 116 equity positions with a total 13F market value of $418M. The fund increased holdings in Microsoft Corp., Nvidia, J.P. Morgan Chase & Co. among other positions. Boston Research & Management Inc. reduced exposure to Abbvie Inc., Berkshire Hathaway Inc. Class, Apple Inc. among others.
Top Holdings
Equity Positions (116)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft Corp | 4.92% | $20.6M | 41,401 | $33.21 | $497.41 | +$4.8M |
I IVV | iShares Core S&P 500 ETF | 4.40% | $18.4M | 29,623 | $274.81 | $620.90 | +$1.3M |
W WMT | Wal-Mart Stores | 3.03% | $12.7M | 129,461 | $23.14 | $97.78 | +$1.1M |
A AAPL | Apple Inc. | 2.81% | $11.7M | 57,218 | $28.00 | $205.17 | -$821.0K |
M MA | Mastercard, Inc. | 2.74% | $11.5M | 20,421 | $74.14 | $561.94 | +$65.0K |
Industry Allocation
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