Foster Dykman & Cabot

Private Wealth Advisors

Foster Dykema Cabot & Co., Inc. |

101 Arch Street, Boston, MA 02110 [view map] | 617.423.3900 |

Private, personal and discreet are our watchwords for exceptional service.

As a client of Foster Dykema Cabot, you will find an advising relationship that is private, personal and discreet. You will experience a breadth of expertise seamlessly integrated with a level of customized service that is exceptional. At the core, we offer extensive services for all of your investment management, planning, and philanthropic goals. The greater the complexity of your financial life the more Foster Dykema Cabot’s offerings add value.

Investment Management

  • Personalized Investment Plans and Asset Allocation
  • Tax-Sensitive Asset Management
  • Investment Manager Selection
  • Public-Equity Analysis
  • Fixed-Income Analysis
  • Private Equity
  • Alternative Investments
  • Socially Responsible Investments
  • Consolidated Reporting

Planning

  • Retirement
  • Estate
  • Trusts
  • Tax
  • Liquidity
  • Business Succession
  • Insurance and Long-Term Care
  • Coordination of Planning with Accountants, Attorneys, Trustees

Philanthropy

  • Charitable Trusts
  • Foundations
  • Planned Giving

Ultra-High-Net-Worth Clients

  • Customized Quarterly Reporting
  • Private Venture Assessment
  • Private Aviation
  • Bill Paying
  • Household Management
  • Real Estate (Property Management)
  • Special Projects