Company Overview

Company Overview 2018-06-28T14:23:47+00:00

Boston Trust & Investment Management Company (“Boston Trust”) is an independent, employee-owned firm in Boston, Massachusetts. We provide investment management and fiduciary services to individual and institutional clients.

We are a state-chartered bank and trust company focused on investment management, with a wholly owned Registered Investment Adviser subsidiary, BTIM Inc. that advises the Boston Trust and Walden Funds and eligible institutional clients. Walden Asset Management is a brand name the firm uses to represent our sustainable, responsible, and impact investing practice. Firm-wide assets under management, inclusive of Boston Trust, BTIM Inc., and Walden client assets, was $8.4 billion as of year-end 2017.

Originally the investment division of a New England regional bank, the firm has been independent since 1994 and employee-owned since 2004. From the beginning, we have sought to be an investment management organization that works hard to earn the loyalty of both our clients and our employees. This loyalty is evidenced by the long tenure of our team of professionals and the equally longstanding nature of so many of our client relationships.

At Boston Trust, we seek to invest in comparatively high financial quality companies with an emphasis on longer-term business success. We seek to identify firms whose products and services have above average and sustainable growth prospects and are well-managed with high standards of conduct, integrity, and transparency throughout business operations. We strive to hold our own firm to the same high standards.

Please contact us to learn more about our approach and the services we offer. We welcome the opportunity to speak with you.