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

 

The minimum investment amounts to open a separately managed account for our various strategies are as follows:

 

  • Large Cap Equity: $3 million
  • Mid Cap Equity: $3 million
  • SMID Cap Equity: $5 million
  • Small Cap Equity: $10 million
  • Balanced: $3 million
  • Fixed Income: $5 million