Separately Managed Accounts

Separately Managed Accounts 2018-02-16T17:06:29+00:00

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.