B
Boselah Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$16,442,488
Total clients
12
58% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
12
Average account size
$1,370,207
About
Boselah provides discretionary investment management and tailored portfolio services for individuals, high‑net‑worth investors, businesses and trusts. The firm recommends and trades individual stocks, bonds, ETFs and mutual funds and also uses treasuries, options, warrants and other instruments while conducting ongoing account review and rebalancing.
The firm documents client objectives and risk tolerance on a Client Relationship Form and generally maintains fully invested allocations while making tactical adjustments as market conditions change. Boselah uses fundamental, technical and cyclical analysis, may employ model portfolios and can implement laddered fixed‑income strategies, margin/leverage, short selling and options for both hedging and speculative purposes.
Notably, Boselah discloses routine authority to use leverage, short positions and derivatives and executes the majority of trades through Interactive Brokers’ platform, which may reflect more active or sophisticated trading than many peers of similar size. The firm’s principal brings a background in public accounting (inactive CPA) and commercial banking to investment management, and Boselah does not vote client proxies (custodians deliver proxy materials directly to clients).
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Concentrated stock management
Fee options
up to 2% annually, negotiable
Account minimum: $200,000 minimum, may be waived or reduced at firm's discretion Fee-only: Advisory fees based on percentage of assets under management, billed quarterly in arrears, maximum fee of 2% annually, negotiable and may combine family accounts for breakpoints.
Main office location
Boselah Investments
Westport MA, United States
Number of offices
1
Most active in
Boselah Investments has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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