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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Summit vitalEagle
- Established Date
- 07-31-1991
- Office Locations
- 1
Office Locations
About Boston Research AND Management, Inc.
Boston Research & Management is an independent, fee-only fiduciary RIA in Manchester-by-the-Sea, MA providing comprehensive wealth management and in-house investment management for high-net-worth families, individuals, and endowments. The firm emphasizes a disciplined, research-driven process and has built its own market research, investment analysis, and trading platforms to deliver institutional-style portfolio management; assets are custodied with Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
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Owner & Executives
BENJAMIN JAMES MUCHLER
Chief Executive Officer, Managing Director, President
- CRD
- #3095504
- Ownership
- 50% but less than 75%
DANIEL FREDERICK TORTOLA
Chief Investment Officer
- CRD
- #5643293
- Ownership
- 50% but less than 75%
Capital ridge
Unison legacy radial
- CRD
- #99976
- Ownership
- 38.9%
Showing 2 of 3 owners & executives
Unlock allContacts
CHARLES EDWARD BABIN
--
- CRD
- #9509
MEGHAN ROSE FLYNN
--
- CRD
- #5960585
Pioneer radial
Vital bridge signal
- CRD
- #45694
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $676,187,250 | $1,349,675 |
| Non-Discretionary | $0 | -- |
| Total | $676,187,250 | $1,349,675 |
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Separately Managed Accounts
Total SMA Asset: $676,187,250
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,416,177,067 | 22.8% |
| Municipal Bonds | $795,046,774 | 12.8% |
| Public Funds | $925,484,136 | 14.9% |
| Corporate - Investment Grade | $1,093,189,315 | 17.6% |
| Cash | $583,862,475 | 9.4% |
| U.S. Government/Agency | $1,397,543,157 | 22.5% |
| Total | $6,211,302,924 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY MOMENTUM PATHWAY | FRONTIER MERIDIAN | RYKZ1PU27 | JNSU | 7.11% | $41,550,806 |
| RIDGE SIGNAL OAK | BRIDGE ALPHA | XHAE1PB72 | CDX | 3.18% | $76,922,620 |
| TIMBER HORIZON PEAK | ELEMENT PIONEER | 0OK8N9SPD | RMGBO | 1.72% | $112,292,953 |
| GLACIER MATRIX VITAL | EAGLE ALPHA | 3DSRELT3C | CQTTX | 6.30% | $22,715,410 |
| CAPITAL EMBER | FRONTIER RIDGE | OU9Q9NV6H | XQJ | 1.66% | $56,452,652 |
| FRONTIER MATRIX | MERIDIAN QUANTUM | U4XYGOHCZ | NRT | 2.15% | $21,602,215 |
| SIGNAL WAVE | NORTH RIDGE | C18BVQBSO | EQBWO | 4.21% | $98,658,723 |
| ALPHA VALUE PRIME | HARBOR PEAK | 0H2E7ORWZ | PQB | 7.17% | $3,613,222 |