Boston Trust supports the needs of our clients' investment consultants and other professionals. We maintain investment performance composites and can provide periodic information for consultant evaluation and analysis. Performance information is also distributed through several third-party database service providers.
Consultants should contact Lindsey Abbey at labbey@bostontrust.com for information about Boston Trust and its products. Performance data and portfolio analytics are available from Nick Caldwell at ncaldwell@bostontrust.com.
