Investors Bank & Trust Company is a large advisory firm based in Boston. It manages $4.5 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.
Investors Bank & Trust Company provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Investors Bank & Trust Company is $4.5 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 90% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Investors Bank & Trust Company for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Paul J. Jasinski has been acting as President since 1 Nov 1996. Susan Carol Goulet Mosher joined the executive team most recently as the Chief Compliance Officer.
The principal office where Investors Bank & Trust Company performs its advisory services is located at 200 Clarendon Street, Boston, MA 02116, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 617-937-6700 or by fax 617-937-1929. The normal business hours are 9:00a.m. - 5:00p.m. on Monday - Friday.