Investing is the cornerstone of our business.
Since 1974, Boston Trust Walden has looked after our clients’ financial assets with the goal of producing attractive after-tax, after-fee, risk-adjusted investment returns.
Clients have direct access to a first-rate team of professionals who provide thoughtful investment and planning solutions — all wrapped in integrity and personalized service.
Tailored Solutions
We start by listening. With an understanding of your circumstances and objectives, we design investment solutions tailored to align your wealth’s purpose with a tried-and-true investment discipline that seeks to balance long-term growth and capital preservation.
Tax-Efficient Portfolios
We aim to strike an appropriate balance between an investment decision’s risk/return merits and its tax implications. We use a range of tax planning strategies to maximize the after-tax return you receive on your investments.
Values-Aligned Portfolios
Many of our clients wish to invest their assets in a way that prioritizes environmental, social, and governance (ESG) objectives. Boston Trust Walden brings an authentic commitment to ESG investing and active ownership that has been honed over five decades.
Explore ESG Investing & Active OwnershipIntegrated Advisory Services
Our team is here to help you navigate all aspects of your financial life. To enhance the value of our investment management services, we provide our clients with comprehensive financial advice and planning strategies.
Explore Our Wealth Advisory Services