Boston Trust serves both individual and institutional investors with the same high level of attention. While our investment approach is rigorous and systematic, it is also flexible. We understand the importance of being responsive to our clients' varying tolerance for risk, performance objectives, and investment time horizons.
Although we specialize in separately managed portfolios for individuals and institutions, we offer the option of investing in commingled funds for qualifying tax-deferred assets. Our Walden Asset Management division invests in portfolios that incorporate clients' social priorities with their financial objectives.
Additionally, our investment advisory subsidiary, Boston Trust Investment Management, Inc., advises several proprietary mutual funds.
