Family Office · $140m AUM
Boyd Financial Strategies (Boyd Family Office)
Mandate & appetite
- Preferred strategies
- CoreFixed Income
- Target geographies
- North America
- Typical ticket
- —
- AUM
- $140M
- Real-asset allocation
- —
- Appetite
- —
Investor profile
Boyd Financial Strategies (Boyd Family Office) is an Auburn, Massachusetts-based multi-family office and registered investment advisor. Established in 1983, the firm invests and manages the wealth of hundreds of high-net-worth individuals and select small businesses through a boutique, family-run structure. Boyd Financial Strategies emphasizes a disciplined, plan-driven advisory model in which clients undergo extensive financial planning before portfolio recommendations are made. The firm does not function as a traditional allocator to external managers in the alternative asset space and instead selects mutual funds, ETFs, and mainstream vehicles based on suitability, risk tolerance, and long-term planning needs. Boyd Financial Strategies focuses on liquid asset classes, including public equities, fixed income, mutual funds, and CDs, supported by a long-term asset allocation philosophy. Investment allocations prioritize stability, income generation, and long-term compounding, with strategy implementation occurring through low-cost pooled investment vehicles.
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