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Boston Trust Investment Management, Inc. (“BTIM”), established in 2001, is a registered investment adviser with the Securities and Exchange Commission. BTIM provides investment advisory services relating primarily to the purchase and sale of securities to registered investment companies. BTIM is a wholly owned subsidiary of Boston Trust & Investment Management Company, an employee owned, independent Massachusetts-chartered banking and trust company. Boston Trust provides investment management and fiduciary services to institutions and individuals including high net worth individuals and their families, as well as foundations, endowments, and the retirement plans of municipalities, corporations, and labor unions. For those clients interested in socially responsive investing, Walden Asset Management, a division of Boston Trust, provides portfolio management to individuals and institutions that seek to integrate their investments objectives with their values or institutional mission.
BTIM advises a family of mutual funds:
- Boston Trust Balanced Fund (BTBFX)
- Boston Trust Equity Fund (BTEFX)
- Boston Trust Midcap Fund (BTMFX)
- Boston Trust Small Cap Fund (BOSOX)
- Walden Social Balanced Fund (WSBFX)
- Walden Social Equity Fund (WSEFX)
Click on the links below to access the most current of the applicable disclosure documents.
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An investor should read the prospectus carefully and consider the fund’s investment objectives, risks, and charges and expenses before investing. For more complete information about the Funds, download the prospectus or other documents on this site. You can also call toll free (800) 282-8782 ext. 7050 to receive these documents through the mail or to obtain an application to open an account.
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The contents of Boston Trust Investment Management, Inc. website are protected by applicable copyright laws. The contents of this website may not be reproduced, distributed, modified, or transmitted, in whole or in portion, by any means, without written permission from Boston Trust Investment Management, Inc.
© Copyright 2007 Boston Trust Investment Management, Inc
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