Our twenty investment professionals, who average more than fifteen years with Boston Trust and twenty years in the investment industry, provide clients with an exceptional blend of experience and teamwork. They are assisted by over thirty administrative and support staff. All employees and operations are located at One Beacon Street in downtown Boston.

For those interested in sustainable investing, Walden Asset Management, a division of Boston Trust, integrates environmental, social and governance (ESG) analysis and advocacy into the investment process. A leader in ESG research and engagement since 1975, Walden works to foster greater corporate responsibility and ESG accountability through portfolio screening and company selection, proxy voting, shareholder engagement and public policy advocacy.

We distinguish ourselves from other financial service providers in the following ways:

• Over a generation of experience in constructing diversified portfolios, striving to identify securities with superior financial quality, and implementing a disciplined approach to tactical asset allocation;
  
  
• Attentive and responsive client service for individual and institutional investors;
  
  
• A record of leadership in the integration of ESG analysis and advocacy into the investment process through Walden Asset Management