About Broadview
Broadview Asset Management is focused on individuals in any situation in which investment management is essential. Individuals may be investors in a company 401k, a 403b or one of several IRA tax deferred agreements or may have individual investment accounts. In conjunction with the management of their investments, clients may also require Financial Planning for either current or future requirements.
We advise on other financial matters such as insurance, annuities and trusts and estates in partnership with qualified professionals. Whatever your financial management objective, we start with a discussion of your goals and what you can do to achieve them.
We arrange clearing and custody of clients’ investments through Fidelity Investments which is one of the best sources of investment opportunities. All accounts are in Custody at Fidelity Brokerage. Clearing of stock, bond and ETF trades are arranged through Fidelity.
We discuss your goals, and problems as well, in order to achieve an investment plan that should work for you. We provide a clear, simple plan that is evaluated on a daily, monthly and quarterly basis measured against predetermined objectives.Mission Statement
Our mission is to educate and advise investors so that they are happy with the results that they are achieving. The education will allow each investor to look at the facts that are available in the market place everyday. The advice comes through a client relationship with the staff of Broadview Asset Management LLC.