Our team is devoted to partnering with our clients to potentially achieve financial success in all of life's stages. We preserve a trusting relationship with our clients based on our personal, thoughtful, and transparent approach to managing investments.
We help build confidence by giving our clients the attention and time required to serve as a true financial partner. We create customized plans that include periodic reviews and rebalancing*. We pride ourselves on our personalized service, accessibility and straightforward approach. Whether during market turbulence or life's crossroads, we are here for guidance and to provide the highest quality information, services, and products to help our clients attain their goals.
We value the long term relationships and friendships we have built with our clients. We feel privileged to be part of our client's lives and play a role in their success.
Newbury Investment Partners LLC is an independent company. Our professionals work primarily with individuals, families and small businesses. Fred J. Shuster is the President of Newbury Investment Partners, LLC and the resident RJFS Branch Manager. Fred and his team use a holistic, relationship driven approach to help meet our client’s needs and solve their problems. We adhere to careful and conservative approaches designed to help achieve your goals and reduce your risks.
Fred’s career in the securities industry began in 1986 when he started in the Worcester office of PaineWebber. After nearly 20 years at PaineWebber and its successor UBS, Fred left UBS in 2005 to open his own firm.
Fred earned his BA from the University of Massachusetts and his Master’s Degree in Social Administration from Case Western Reserve University prior to entering the financial services field. He holds the CIMA (Certified Investment Management Analyst) certification as well as the Series 7, 9, 10, 63 and 65 licenses.
We are located in Two Chestnut Place, 22 Elm Street, Suite 330. Complimentary on-site parking is available from the Elm Street entrance to the Chestnut Place Complex.
*The process of rebalancing may result in tax consequences.