Boston Trust & Investment Management Company

Boston Trust services the investment management and fiduciary needs of a wide variety of organizations. These include the following:

Retirement assets of state and local governments
Pension, annuity, or health and welfare assets of labor unions
Profit sharing and defined benefit plans of small to mid-sized companies
Investment assets of foundations, endowments, and religious organizations.

While many of our clients are from New England, we serve institutional clients throughout the United States. From customized investment policy statements to reporting, advisory and trustee services, our portfolio managers provide a broad range of services to trustees and client executives. Retirement plan sponsors also value our experience in proxy-voting, pension distributions, and other fiduciary services.

As a chartered trust company we can also provide custodial services. Alternatively, we can work with your designated third-party custodian.

With our strong capability to manage balanced portfolios, we are frequently asked to invest all of our clients' financial assets. In addition, Boston Trust offers a variety of specialized investment products including growth, value, mid-cap, and small-cap equity strategies to support the diverse requirements of larger funds.