Assabet Advisors LLC

Serving Ashland, Westborough, Marlborough, Shrewsbury, Grafton

4 Smith Rd
Northborough, MA 01532 -1048

Main (508) 351-9666

Assabet River

More about Assabet Advisors LLC

"We don't speculate with our clients' money"says Wayne Ushman of Assabet Advisors a fully independent SEC Registered Investment Adviser in Northboro. "For our high net worth clients, we use asset allocation supported by passive management strategies to build customized investment plans fitting the individual's risk profile and financial goals." If there was ever a time in our history to confirm the benefits of a goal-focused, asset allocation approach to investing it is today with daily triple digit swings in the Dow.
Assuming long experience and professional training, the greatest value of a professional advisor, says Mr. Ushman, is the "ability to understand our client's values, needs and temperament, and to incorporate those not only into the investment plan, but into how we relate to clients. It's asking the difficult questions, invading their privacy to ask about their spending habits, their expectations." Besides managing portfolios and guiding clients on other financial decisions, Assabet Advisors tells clients that they will "do your worrying for you," educating them and staying in close touch during difficult times.
Do you have the time, the knowledge and the objectivity to manage your own money through the ups and the downs? Maybe it's time to look at your portfolio and look for financial advice.

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