CELEBRATING OVER 30 YEARS
Consulting and Outsourcing Solutions For Financial Services Firms
Boston Portfolio Advisors (“BPA”) is a nationally recognized consulting firm that has been serving the financial services industry for over 30 years with an extensive range of integrated credit and capital markets solutions including: asset management; asset valuation; portfolio servicing and collections management; due diligence; origination compliance and servicing quality reviews; put-back management; asset sales; expert bankruptcy support and expert litigation support.
Unlike some other firms, we don’t limit ourselves to one type of client, one asset class, or a few discrete services. Whether your business specializes in mortgage lending, auto finance, investment banking, conduit management, student loans, or some other type of financial service, we provide a comprehensive array of solutions to help your organization achieve greater financial success.
BPA’s experience and current work in the credit and capital markets spans most asset classes including mortgage loans, home equity loans, student loans, auto loans, credit cards, trade receivables, equipment leasing, commercial loans, and exotic assets among others.
Some of the portfolios we work with are complex and troubled – where we seek to resolve disputes and upgrade performance. Some are healthy, where we seek to optimize performance and avoid trouble.
We provide a broad range of integrated solutions designed to help financial services organizations better manage their assets and operations, and improve their profitability through:
- Development of action-oriented decision-making information to identify specific strategies and improve asset performance
- Risk management solutions tailored to the situation at hand – all designed to reduce portfolio losses and minimize risk
- Effective leadership to achieve actual change - with client teams and third parties including servicers, collection agencies, mortgage insurers, monoline insurers, trustees, and lawyers – some of whom often have conflicting agendas
- Integration of strategies with daily business processes to drive permanent and sustainable improvement.
Some of our clients “outsource” complete portfolio management to BPA, while in other cases specific functions are outsourced such as master servicing, default management, collections management, surveillance, and quality control. BPA has managed and liquidated portfolios that are very large in size, complexity, and distress, as well as portfolios that are smaller in size. We manage portfolios that are no longer strategic fits for our clients, and we build loan portfolios to fit our clients' needs.
BPA brings deep experience in the portfolio management of these asset classes, a thorough understanding of transaction structures, and a 30 year track record of effecting positive change. We have deep understanding of securitization structures and operations, conduit management, asset based lending, and other forms of structured finance.
Our recognized industry expertise, achievement of concrete results, our reputation for independence, honest assessment, and deep experience has made BPA a frequent choice in satisfying varying client needs. Clients appreciate our ability to sort through the issues and provide well founded, cost effective advice, leadership, and results.
Contact Us
For additional information please contact:
Tom Glanfield at 954-832-3556 or tglanfield@bostonportfolio.com