bostontrust.com
Fixed Income
http://www.bostontrust.com/Investment-Strategies/fixed-income
Boston Trust seeks to add value to fixed income portfolios through duration management, yield curve strategies, sector rotation, and individual security selection. Our high quality approach provides superior protection of principal, especially in challenging financial periods, yet also offers the opportunity for capital appreciation in rising markets. Barclays Capital Government/Credit Intermediate Bond Index. April 1, 1991. Boston, MA 02108 USA ( map.
bostontrust.com
Our Clients
http://www.bostontrust.com/Who-We-Serve/our-clients
Boston Trust provides investment management services to individuals and families. Including public and corporate retirement plans, labor unions, foundations and endowments. We also work in concert with professional advisors and consultants. Who seek our expertise to provide investment management services to their clients. Our Walden Asset Management division. Boston, MA 02108 USA ( map. INVESTMENTS ARE NOT FDIC INSURED, NOT BANK GUARANTEED, AND MAY LOSE VALUE.
waldenassetmgmt.com
Overview
http://www.waldenassetmgmt.com/How-To-Invest/overview
Fossil Fuel Free Portfolios. Walden In the News. We have several different vehicles through which prospective investors may invest in the Walden strategies, including separately managed accounts. And proprietary mutual funds. Each vehicle has a minimum investment amount. Our strategies are available on select single-contract and dual-contract managed account platforms of nationally recognized broker/dealers. We do not currently participate in any unified managed account (UMA) programs.
bostontrust.com
Careers
http://www.bostontrust.com/About-Boston-Trust/careers
Stephen J. Amyouny, CFA. William H. Apfel, CFA. Stephen Benevento, CFP , CTFA. Nichols W. Caldwell, CFA. Domenic Colasacco, CFA. Mark E. Cushing, CFA. Stephen C. Franco, CFA. Russell T. Gentry, CFA. Kimberly D. Gluck, CFA. Patricia Brennan Leary, CFA. Nathaniel J. Riley, CFA. David A. Sandell, CFA. Lucia Santini, CFA. Kenneth P. Scott, CFA. Heidi Soumerai, CFA. Heidi H. Vanni, CFA. Richard Q. Williams, CFA. Mark Zagata, CFA. Jennifer Ellis, CPA. Sarah T. Kelly, JD, CFP. Ellen A. Lotufo, CISP.
bostontrust.com
Our Team
http://www.bostontrust.com/About-Boston-Trust/our-team
Stephen J. Amyouny, CFA. William H. Apfel, CFA. Stephen Benevento, CFP , CTFA. Nichols W. Caldwell, CFA. Domenic Colasacco, CFA. Mark E. Cushing, CFA. Stephen C. Franco, CFA. Russell T. Gentry, CFA. Kimberly D. Gluck, CFA. Patricia Brennan Leary, CFA. Nathaniel J. Riley, CFA. David A. Sandell, CFA. Lucia Santini, CFA. Kenneth P. Scott, CFA. Heidi Soumerai, CFA. Heidi H. Vanni, CFA. Richard Q. Williams, CFA. Mark Zagata, CFA. Jennifer Ellis, CPA. Sarah T. Kelly, JD, CFP. Ellen A. Lotufo, CISP. Cassandra A...
waldenassetmgmt.com
Mutual Funds
http://www.waldenassetmgmt.com/mutual-funds
Fossil Fuel Free Portfolios. Walden In the News. Fossil Fuel Company Exposure in the Walden Funds. Boston Trust Mutual Funds. Manager, Mutual Fund Administration. Login to Fund Direct. Walden Asset Management, a div ision within Boston Trust, manages portfolios for clients seeking to generate social and environmental impact with their investments. Walden encourages portfolio companies to improve their environmental, social and governance (ESG) performance and transparency utilizing customized portfol...
waldenassetmgmt.com
Institutions
http://www.waldenassetmgmt.com/Our-Clients/institutions
Fossil Fuel Free Portfolios. Walden In the News. Walden services the investment management and fiduciary needs of a wide variety of institutional investors, including public and corporate retirement plans, foundations, endowments and non-profits. We provide well-diversified domestic and global multi-asset, balanced and active asset allocation strategies for small to mid-sized plans seeking to rely on a single advisor for investment management and fiduciary services, often including custody.
waldenassetmgmt.com
Advisors
http://www.waldenassetmgmt.com/Our-Clients/advisors
Fossil Fuel Free Portfolios. Walden In the News. Walden supports professional advisors and institutional consulting firms in service of their clients. We seek to make our portfolio management teams directly available without filter to consultants and their research associates. In addition, information about our firm and strategies can be found in most institutional third party databases. Please contact us directly to request information or to set up a meeting. For more information please contact:.