Boston Trust offers separately managed accounts tailored to meet client investment guidelines. Separately managed accounts often have advantages over commingled funds, enabling tax-management strategies, customized investment guidelines, and the flexibility to respond to changes in investment objectives. The minimum annual fee for balanced and large cap separately managed accounts is $20,000, which translates to an account value of $2 million.
For individuals and institutions with less than $2 million in discretionary assets to invest, our investment advisory subsidiary, Boston Trust Investment Management, Inc., advises a family of mutual funds.
An investor should read the prospectus carefully and consider the fundís investment objectives, risks, and
charges and expenses before investing or sending money. Additional information about the funds can be found in the
prospectus. To obtain a prospectus and other fund information, please call 1-800-282-8782 ext. 7050 or go to www.btim.com.
Shares of the fund(s) are not deposits of, obligations of, or guaranteed by Boston Trust & Investment Management Company or its affiliates, nor are they insured by the FDIC. Investments in the fund(s) involve investment risks, including the possible loss of principal.
For qualified tax-deferred assets, we offer the option of participating in commingled funds.
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