The Bollard Group

The Bollard Group is an independent, SEC registered investment adviser based in Boston, Massachusetts founded in 1995.

The Bollard Group is an independent, SEC registered investment adviser based in Boston, Massachusetts founded in 1995. The Bollard Group provide investment advisory services, financial and estate planning services, wealth management and is a multi-family office that provides bookkeeping and other accounting services, income tax advising and tax return preparation, and business advising services to its clients for high net worth individuals, trusts, charitable foundations and client family-centric companies.