Berryman & Montalbano serves clients with both specific and general investment objectives.  We evaluate investment opportunities and counsel our clients on the legal and financial risks involved.  We also draft agreements and other documents necessary to facilitate particular investments.

The firm also advises clients on broader investing levels.  We can help develop and maintain a diversified investment portfolio that balances the preservation of capital with long-term growth and income objectives.  Unlike many investment professionals, we do not have an interest in placing clients in any particular investments because we do not earn commissions.  We charge hourly fees for unbiased advice. 

A diversified portfolio of debt, equity, cash and other assets classes is a wise component of a good personal financial plan.  Our work in this area is often integrated into larger issues in estate, retirement, tax, and insurance planning.