CONTACT US
Lindsey Abbey Lane
Business Development Analyst
617.726.7257
llane@bostontrust.com


Separately Managed Accounts

Walden can manage your individual portfolio through a separately managed account structure.  Separately managed accounts have several advantages:

 

  • Tax efficient
  • Tailored to your specific financial and environmental, social and governance (ESG) guidelines
  • Flexible to respond to changes in investment objectives

 

For both individual and institutional investors, the minimum to invest with us in a separate account structure is $3 million. The Walden Mutual Funds are an option for investors with less than $3 million to invest.

For certain investment strategies, the minimums may be higher. Please contact Lindsey Lane for more information on minimums and fee schedules.