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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.
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 has a limited number of client relationships, they are able to work with each client individually while also serving as research analysts.
Investments are not FDIC insured, are not a deposit, have no bank guarantee, and may lose value.
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