Who We Serve

Boston Advisors seeks to provide institutional investors with customized solutions aligned to specific client needs. Through our deep investment management expertise and broad research capabilities, we have built lasting institutional client relationships, providing the benefit of:

  • A conviction-based, quantitative and fundamental process shaped by Boston Advisors' long-established firm history
  • A consistent equity approach designed to deliver consistent and absolute risk-adjusted returns
  • A majority employee-owned, independent investment management firm

Our dedicated portfolio managers and fundamental research analysts inform our strategies, enabling us to best serve our clients. Please see our institutional capabilities page and our institutional firm overview to learn more about our equity and asset allocation strategies.

Separate Account Management

In working closely with investment consultants and internal committees, Boston Advisors seeks to provide seamless and transparent relationships for our institutional clients. Our investment management team partners with institutions of all sizes including endowments, foundations, and public pension funds.

Sub Advisory

Boston Advisors offers effective and unique solutions to registered investment companies, including insurance companies with variable annuities interested in expanding their lineup of offerings to include equity strategies.

Through our sub-advisory capabilities, we can partner with your firm to provide Boston Advisors' investment expertise, allowing you to efficiently deliver new capabilities to your investors. We look forward to working with your product development team to create a unique solution for your firm.

Client Relationships

As an institutional client at Boston Advisors, you will have a dedicated client service team to ensure all of your ongoing needs are met. Institutional clients benefit from the depth and breadth of our expertise.

Our deep institutional heritage is exemplified by our capabilities and long-standing client relationships.

Institutional Clients
Sub Advisory
  • Catholic Investor Funds
Charitable Fund
  • Archdiocese of Oklahoma City
Corporate Pension / Insurance / Sub Advisory / Charitable Fund
  • Knights of Columbus
  • Union County College
  • National Association of Mutual Insurance Companies (NAMICO)
Public Pension
  • Town of Maynard Contributory Retirement System
A sample of clients, not a comprehensive list.


Boston Advisors
One Liberty Square, 10th Floor
Boston, MA 02109

Phone: (617) 348-3100
Fax: (617) 348-0081

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