Boston Trust Investment Management, Inc. is a large advisory firm based in Boston. It manages $1.83 billion of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2001.
Boston Trust Investment Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutional clients, and portfolio management non us institutions. 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 Boston Trust Investment Management, Inc. is $1.83 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 626% since the beginning of its operation, and $233.84 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Boston Trust Investment Management, Inc. 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.
The firm provides services to investment companies, high net worth individuals, state or municipal government entities, and sovereign wealth funds and foreign official institutions. The largest group of clients of Domenic Colasacco is investment companies with 1 clients and $1.51 billion of assets under management. Among the 10 most similar advisory firms, Boston Trust Investment Management has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $1.77 billion for 5 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 20% of the firm’s clients are foreign persons or businesses.
Boston Trust Investment Management doesn't advise any private funds.
The company employs 25 people that are either part- or full-time employees. 48 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Domenic Colasacco has been acting as President since 1 Mar 2001. Belinda Maria Cavazos joined the executive team most recently as the Director.
The principal office where Boston Trust Investment Management, Inc. performs its advisory services is located at One Beacon Street, Boston, MA 02108 3116, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-726-7250 or by fax 617-227-3664. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at bostontrust.com.