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Private Wealth

We couple the wealth management capabilities of a deep and experienced team with an institutional caliber investment approach to help clients meet their financial goals.

Our Approach

Tailored. We start by listening. With an understanding of your financial circumstances and priorities, we develop a comprehensive investment solution and provide counsel on a range of financial planning topics that impact your life. As a client, you work closely with the team responsible for your account, including the portfolio manager making investment decisions.

Transparent. We are forthright in sharing how a portfolio is invested and why, and fully transparent when reporting on investment performance. We also believe you should have a clear understanding of the fees you are paying for our services, and we are committed to meeting that expectation.

Collaborative. Communication is key to building strong and long-lasting relationships. We meet regularly with clients to ensure an open exchange of information and to share progress made towards achieving their goals. We are available when you need us. We can also work with your attorneys, accountants, and other professionals to help simplify the management of your financial life.

Comprehensive. We incorporate consideration of your risk tolerance, tax circumstances, cash flow needs, investment time horizon, and philanthropic and estate planning goals into investment decisions. As necessary, and when information is provided, portfolio managers can consider the entirety of your family’s assets, including those held elsewhere, to ensure that investment decisions are appropriate from an overall wealth management perspective.

Investment Management

Our goal is to help our private wealth clients meet their financial objectives by producing attractive after-tax, after-fee, risk-adjusted returns over the long term.

We construct broadly diversified portfolios invested in the securities of high quality companies that we judge to have not only superior financial histories, but also successful business models that can be sustained into the future. Over full market cycles, this approach has produced a performance pattern of protection in declining and more volatile markets and participation in rising markets. This performance pattern is attractive to those that have accumulated financial wealth, as it combines protection of principal with long-term growth.

Portfolios are typically composed of a mix of asset classes, the foundation of which is a blend of individual equity and fixed income securities. We are deliberate in how we structure portfolios – with each component designed to improve risk/reward and with allocations reflecting economic and market conditions as well as your own personal circumstances.

Aligning Your Portfolio with Your Values

An investment portfolio can be more than a dollar sign representing the totality of accumulated financial wealth; it can also reflect your values. Values expression can take many forms, and we have nearly five decades of experience tailoring portfolios that are consistent with our clients’ personal beliefs. For example, a client may wish to exclude from her portfolio companies focused on the extraction of fossil fuels. In addition, Boston Trust Walden directly engages portfolio companies to effect change.

Wealth Advisory Services

At Boston Trust Walden, we believe in a comprehensive approach to wealth management. Sound investments are the foundation of our service. Wealth Advisory Services builds on that foundation and aims to enhance our clients’ ability to meet their goals. This is accomplished by considering each clients’ unique circumstances and advising on issues such as how they can optimize taxes, mitigate risks, transfer and preserve wealth, and achieve their philanthropic objectives, among other topics. We work closely with our clients, and in conjunction with their accountants, attorneys, and other professionals, to identify and assess available strategies that can optimize a client’s ability to achieve their objectives. Our team consists of a diverse group of credentialed professionals that can help simplify the complexities of managing wealth.

Fiduciary Services

As a state-chartered bank and trust company, Boston Trust Walden can serve as your corporate trustee. By choosing Boston Trust Walden, you help ensure that current and future generations benefit from the objectivity, continuity, prudence, and professionalism that an experienced trustee can provide.

Types of Private Wealth Accounts

We service a wide range of asset levels. We generally require new clients to have a minimum of $3,000,000 in investable assets but we may consider unique circumstances and encourage you to reach out to us at [email protected] to discuss further.

  • Investment management accounts for individuals, trustees, or executors
  • Retirement accounts
  • Trusts
  • Charitable vehicles


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