Services
 

Services
Fernwood Investment Management provides discretionary investment management services and continuous communication and ongoing general advice on all financial topics. At Fernwood, we work with our clients to build customized portfolios and develop personalized investment statements. We then establish an appropriate asset mix, select specific investments, monitor your assets, evaluate and report your results, and collaborate with your accountants and lawyers.


Fees
Fernwood Investment Management is a fee-based money manager and charges a percentage of a client’s asset value on a quarterly basis for these services. Our incentive to perform well is directly aligned with clients’ investment objectives.