Providing investment management services to affluent individuals, their families and institutions has been a core endeavor at Boston Private Bank & Trust Company since its inception. We are known for our exceptional service and customized investment approach in a broad range of investment, fiduciary, and private banking services. Our success is predicated on partnering with clients in an effort to identify, implement and monitor a highly-personalized approach designed to meet their investment objectives. We are committed to providing outstanding performance, delivering exceptional service and cultivating enduring relationships with our clients and our community.
People - An experienced team possessing the necessary expertise to help clients achieve their goals
At Boston Private Bank & Trust Company we believe that an investment firm is only as good as its professionals. Our team members average more than twenty years of investment industry experience and are supported by the most advanced technology available. Since each of our portfolio managers have a limited number of client relationships, they are able to work with each client individually while also serving as research analysts.
Access - Close connections between portfolio managers and clients
At Boston Private Bank & Trust Company a hallmark of our exceptional service is providing individual and institutional clients with direct access to the portfolio managers that make the day-to-day decisions within their investment portfolios. We believe that developing a relationship with our clients based on trust and communication provides the best setting for effective wealth management.
Investment Philosophy - A consistent, long-term approach
Our investment philosophy emphasizes consistent, above average, long-term performance while minimizing risk. We regard the individual client as being of paramount importance, so we focus on ensuring that their specific objectives and risk profile are accommodated when tailoring a portfolio.
The major tenants of our investment philosophy are:
- Superior investment returns commensurate with investment objectives
- Preservation of capital
- Consistent, long-term investment approach
- Security selection according to a disciplined investment process
- Portfolios tailored to individual client requirements
- Focus on tax efficiency for taxable portfolios
Trust Services - Guidance and Solutions
Our experienced trust officers understand the benefits trusts can bring to a family in the areas of privacy, confidentiality, continuity and coordination of investment management as well as general financial and emotional security in the event of disability or death. Currently, we serve as trustee or co-trustee for family trusts, retirement plans, private foundations, special-needs trusts, and charitable remainder trusts.
Commitment to the Nonprofit Sector - Serving the needs of our community
Boston Private Bank & Trust Company manages assets for numerous nonprofit institutions, and our investment professionals have years of experience helping investment committees and boards achieve their philanthropic missions.
Healthcare, human service and religious organizations, educational institutions and community foundations have all found our experience and focus on specific client needs to be extremely beneficial.
Managing assets for nonprofit organizations is an integral part of our investment management business and complements our personal and corporate interest in philanthropic endeavors. Many of our professionals serve on boards and committees of several nonprofit institutions.
Investments are not FDIC insured, are not a deposit, have no bank guarantee, and may lose value.
