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BOSTON TRUST WALDEN INC.

BOSTON TRUST WALDEN INC.

Description

How does the advisor help clients – Key Takeaways:

BOSTON TRUST WALDEN INC. is a reputable financial firm that provides expert advice to help clients meet their financial goals. The firm offers a wide range of financial services, caters to a variety of clients, and is transparent about its fees and compensation structure. With years of experience and a team of dedicated advisors, BOSTON TRUST WALDEN INC. is a top choice for individuals seeking financial guidance.

Facts and Insights:

Founded in 1985, BOSTON TRUST WALDEN INC. has been in the financial industry for over 35 years. The firm currently manages more than $110 billion in assets and has a team of over 30 advisors, making it one of the largest independent investment firms in the country. The firm prides itself on its long-term investment philosophy, taking a disciplined approach to actively manage portfolios for its clients.

Assets Under Management, Number of Advisors and Time in Business:

Firm Name Assets Under Management Number of Advisors Time in Business
BOSTON TRUST WALDEN INC. $110 billion 30+ 35+ years

Financial Services Offered:

As a full-service financial firm, BOSTON TRUST WALDEN INC. offers a range of services to help clients achieve their financial goals. These include portfolio management, financial planning, retirement planning, and estate planning. The firm also provides custodial services, allowing clients to consolidate their assets under one reputable and transparent institution.

Client Types:

BOSTON TRUST WALDEN INC. caters to a diverse set of clients, including high net worth individuals, corporations, foundations, and endowments. The firm recognizes that each client has unique financial needs and goals, and therefore tailors its services to meet individual requirements. The team of advisors at BOSTON TRUST WALDEN INC. is equipped with the experience and expertise to assist clients at all stages of their financial journey.

Fees & Compensation:

BOSTON TRUST WALDEN INC. follows a fee-based compensation structure, meaning that the firm earns a percentage of the assets under management. This aligns the interests of the firm with those of its clients, as the firm’s compensation increases with the success of its clients’ portfolios. The firm is transparent about its fees, and clients are made aware of any additional costs associated with their investments.

Background:

BOSTON TRUST WALDEN INC. was founded by Walden M. Moeller in 1985 with the goal of providing independent, long-term investment advice. The firm’s philosophy is rooted in the belief that diligent research, disciplined investing, and financial education are the keys to success in the financial markets. The firm continues to uphold these values and maintain its commitment to transparent and ethical financial practices.

Financial Advisor Disclosures to Know:

As a reputable financial firm, BOSTON TRUST WALDEN INC. discloses all relevant information to its clients to ensure transparency and trust in the advisor-client relationship. These disclosures include any potential conflicts of interest, disciplinary actions, and current registrations and licenses held by the firm and its advisors. Clients can access this information easily through the firm’s website or by requesting it directly from their advisor.

Company Information

Main Office

Mail Office

Other Information

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