Boston Trust can manage your individual portfolio through a separately managed account structure. Separately managed accounts have several advantages:
- Tax efficient
- Tailored to your specific investment guidelines
- Flexible to respond to changes in investment objectives
If you are an individual investor, the following minimum initial investments apply:
- Accounts comprised of individually invested assets: $2,000,000
- Accounts invested solely in mutual funds: $500,000
If you are an institutional investor, please contact us for information on product-specific minimums.