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Charles Schwab & Co., Inc. (“Schwab”) is a registered broker-dealer, and is not affiliated with any advisor(s) whose name(s) appear(s) on this Web site. Beverly Investment Advisors, LLC is independently owned and operated. Schwab neither endorses nor recommends any particular advisor or investment strategy. Beverly Investment Advisors, LLC provides investment advisory services for your account. Schwab has agreements with Beverly Investment Advisors, LLC under which Schwab provides Beverly Investment Advisors, LLC with services related to your account. Schwab does not review the Beverly Investment Advisors, LLC Web site, and makes no representation regarding the content of the Web site. The information contained in the Beverly Investment Advisors, LLC Web site should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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Services you can trust: Asset Management, Retirement Planning, & Pension Consulting.

Asset Management

We begin by creating an Investment Policy Statement that includes an asset allocation model that takes into account one’s risk tolerance, time horizon, income requirements, and liquidity requirements.

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Retirement Planning

Or associates will assist in selecting the most appropriate retirement plan for the client. Together with specific providers and custodians, Beverly Investment Advisors has the resources available to objectively compare, select, establish, monitor and maintain all retirement plans.

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Pension Consulting

We offer co-fiduciary support for the many investment issues trustees confront. Because we don’t represent any product or service provider, our advice is independent, objective, unbiased, and intended only to aid plan sponsors manage their fiduciary responsibilities.

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