Asset Dedication, LLC

Asset Dedication manages investment portfolios for individuals, high-net-worth clients, trusts, estates, and corporations. The firm specializes in a cash-matching investment strategy that synchronizes stocks with investment-grade bonds to match your expected cash flow needs over the long term. Asset Dedication works primarily in two ways: by providing investment management directly through its own employees, and by serving as a sub-advisor to support other independent financial advisors. When managing accounts, the firm builds broadly diversified portfolios using individual government, municipal, and corporate bonds, stocks, exchange-traded funds, and mutual funds. Asset Dedication emphasizes long-term planning and takes responsibility for executing trades and maintaining your portfolio without needing to ask for your approval on every individual transaction.