Pamet Advisors

Pamet Advisors provides asset management and financial planning services to individuals and families. Pamet Advisors LLC is a Registered Investment Advisor based in Concord, Massachusetts. We operate according to the fiduciary standard and always put our clients' interests first. We work with individuals and families who are seeking a trusted adviser who can help them both with their investment portfolios and with major financial decisions. We offer managed accounts, recommending Charles Schwab & Co, Inc. as the investment platform and custodian to hold client assets. We also assist clients with financial planning needs including retirement, estate and education planning. We employ a long term, low cost, value-based investment strategy with asset allocations that are based on each client's specific goals, with risk tolerance and time horizon in mind. Markets can be volatile in the short term but over longer term periods have shown consistently steady positive returns. Keeping costs low has proven to be a major advantage for investors over the long term as fees (from both advisers and funds) can be remarkably costly over time. Pamet Advisors adheres to the Code of Professional Conduct defined by the CFA Institute. Our Form ADV, is registered with the Commonwealth of Massachusetts.