Boston Trust Walden is an independent, employee-owned asset management firm based in Boston, Massachusetts. We specialize in actively managed multi-asset and equity strategies 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 operating subsidiary, Boston Trust Walden Inc.
Data as of December 31, 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