Boston Trust Walden is an independent, employee-owned asset management firm based in Boston, Massachusetts. We specialize in actively managed multi-asset and equity portfolios for individual and institutional investors.
Quick Facts
*Includes assets managed by Boston Trust Walden Company, a Massachusetts state-chartered bank and trust company, and its wholly owned investment adviser subsidiary, Boston Trust Walden Inc.
Data as of September 30, 2024.
Principled Investing.
Our mission is to serve as a trusted partner to our clients. We seek to achieve this through our commitment to Principled Investing, including:
- An investment philosophy emphasizing high quality financial characteristics
- A disciplined investment process
- An independent, employee-owned structure
- An accessible team
- Transparent fees
- Tailored, client-centered solutions
- Leadership in active ownership
Company History
1974
Formed as the investment and trust division of United States Trust Company of Boston, a New England regional bank
1981
Began managing portfolios for institutional investors
1998
Established Walden Asset Management as a brand to distinguish our socially responsible investment practice
2003
Changed name to Boston Trust & Investment Management Company
2004
Became an independent, employee-owned company following a management-led buyout
2019
Changed name to Boston Trust Walden Company
2024
Celebrated our 50th year as a firm and 20th year as an employee-owned company