Boston Trust & Investment Management Company

Boston Trust & Investment Management Company is an employee-owned, Massachusetts-chartered banking and trust company providing fiduciary and investment management services to institutions and individuals. Our clients include high net worth individuals and their families, as well as foundations, endowments, and the retirement plans of municipalities, corporations, and labor unions. Our professionals, who average more than fourteen years with Boston Trust and twenty-one in the investment industry, provide clients with an exceptional blend of experience and teamwork.

All employees and operations are located at One Beacon Street in downtown Boston.

With over $4 billion in assets under management, Boston Trust offers a full range of domestic investment management services, including High Quality Equities, Fixed Income, and Balanced portfolios. Boston Trust provides its clients with three primary capabilities: investment management, client service, and through our Walden division, social research and advocacy for those interested in socially responsive investing.

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 our clients' social and financial concerns through our socially responsive investment division, Walden Asset Management.