CRD: 139446
Boston Investment Trust Management, Inc.
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- Custodian
- --
- Clients
- Retail
- Platforms
- FocusOak +more
- Established Date
- 04-13-2006
- Office Locations
- 1
Office Locations
About Boston Investment Trust Management, Inc.
Boston Trust Walden is an employee-owned, independent investment manager offering institutional equity and multi-asset strategies focused on high-quality, reasonably valued securities, alongside integrated wealth management combining portfolio management, financial planning, and fiduciary services. Clients have direct access to the investment professionals managing accounts, with tailored solutions, transparent inclusive fees, and regular ESG impact reporting.
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Owner & Executives
DAVID PAUL KOPACK
President
- CRD
- #3257972
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,550,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,550,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,550,000
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $875,457,350 | 22.3% |
| Cash | $2,269,122,639 | 57.8% |
| Equity - OTC | $781,237,725 | 19.9% |
| Total | $3,925,817,714 | 100.0% |