Boston Advisors is a boutique investment management firm with more than 35 years of experience managing assets for institutions and affluent individuals and families. We offer a range of investment capabilities, including equity, fixed income, and asset allocation, as well as socially responsible and faith-based asset management. Our investment services range from managing all of a client's assets, to just a portion of a client's investment portfolio.
We are known for our hybrid investment approach, combining sophisticated, proprietary quantitative modeling with fundamental analysis to create custom portfolios that emphasize active risk management.
Boston Advisors, based in Boston, Massachusetts, is the equity division of Knights of Columbus Asset Advisors (KoCAA). KoCAA is a wholly-owned subsidiary of Knights of Columbus. KoCAA is an SEC registered investment adviser that maintains a principal place of business in the State of Connecticut. For information about KoCAA’s business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.
Assets Under Management
Data as of 3/31/21
BA & KoCAA combined AUM $28b