CONTACT US
      Lindsey Abbey Lane
      Business Development Analyst
      617.726.7257

Separately Managed Accounts

Boston Trust can manage your individual portfolio through a separately managed account structure.  Separately managed accounts have several advantages:

 

  • Tax efficient
  • Tailored to your specific investment guidelines
  • Flexible to respond to changes in investment objectives

 

For both individual and institutional investors, the minimum to invest with us in a separate account structure is $3 million. The Boston Trust Mutual Funds are an option for investors with less than $3 million to invest.


For certain investment strategies, the minimums may be higher. Please contact Lindsey Lane for more information on minimums and fee schedules.