Boston Trust & Investment Management Company

Since 1974, Boston Trust & Investment Management Company has been providing portfolio management services to institutional and individual clients. Originally the investment division of a New England regional bank, we have operated independently since 1994 and became a 100% employee-owned company in 2004. We believe that employee ownership is the best model for money management firms, as it correctly aligns the goals of the clients and the company as both are long-term investors. Also, the employee ownership model helps us attract and retain outstanding professionals. Approximately 60% of employees are shareholders in the company. Our approach to investing has long been based upon a philosophy centered on the advantages of investing in lower risk, more sustainable businesses. Our team of investment professionals has developed an investment approach designed to provide investors competitive returns with less risk over time. We are focused on being disciplined and consistent in our practices and we seek continuous improvement to our tools and methods while staying true to our philosophy. We foster an environment of intellectual honesty and curiosity, seeking to blend the strengths which come from experience with the challenges of new thinking in a continuously changing investment environment. In everything we do, we collaborate as a team, recognizing that open dialogue and the sharing of information best positions us to arrive at good decisions on behalf of our clients. As an investment services firm with approximately 50 employees in one office location, paper consumption, office energy use and business travel are our key environmental focus areas operationally. Boston Trust has offset its entire carbon emissions from business travel since 2007. Boston Trusts office is located in a LEED certified building inBostonand we purchase Renewable Energy Certificates from wind power for all of our electricity use.