Separately Management Accounts, Pooled Funds, and
Mutual Funds
Walden Asset Management offers separately managed accounts tailored to meet
client investment guidelines. Separately managed accounts often have advantages
over commingled funds, enabling tax-management strategies, customized investment
guidelines, and the flexibility to respond to changes in investment objectives.
The minimum annual fee for a separately managed account is $20,000, which
translates to an account value of $2 million.
For individuals and institutions with less than $2 million in discretionary
assets to invest, our investment advisory subsidiary, Boston Trust Investment
Management, Inc., advises a family of mutual funds which include:
- Walden Social Equity Fund
- Walden Social Balanced Fund
An investor should read the prospectus carefully and consider the fund’s investment objectives, risks, and
charges and expenses before investing or sending money. Additional information about the funds can be found in the
prospectus. To obtain a prospectus, please call 1-800-282-8782 ext. 7050 or log onto www.btim.com.
Shares of the fund(s) are not deposits of, obligations of, or guaranteed by
Boston Trust & Investment Management Company or its affiliates, nor are they
insured by the FDIC. Investments in the fund(s) involve investment risks,
including the possible loss of principal.
For qualified tax-deferred assets, we offer the option of participating in
commingled funds.
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