{"id":22119,"date":"2023-05-14T13:08:58","date_gmt":"2023-05-14T07:38:58","guid":{"rendered":"https:\/\/digitalmarketingdeal.com\/blog\/?p=22119"},"modified":"2023-05-15T14:32:38","modified_gmt":"2023-05-15T09:02:38","slug":"investment-companies-in-boston","status":"publish","type":"post","link":"https:\/\/digitalmarketingdeal.com\/blog\/investment-companies-in-boston\/","title":{"rendered":"Top Investment Companies in Boston – Expert Recommendations"},"content":{"rendered":"

1.Boston Trust Walden Company<\/strong><\/span><\/p>\n

Boston Trust Walden Company is an independent, employee-owned firm providing investment management services to institutional investors and private wealth clients.<\/span><\/p>\n

Services<\/span><\/p>\n

Institutional Investment Management<\/span><\/p>\n

Private Wealth<\/span><\/p>\n

Impact Investing<\/span><\/p>\n

Mutual Funds<\/span><\/p>\n

Contact no:+1 617-726-7250<\/span><\/p>\n

Address: 1 Beacon St, Boston, MA 02108, United States<\/span><\/p>\n

Website:https:\/\/www.bostontrustwalden.com\/<\/a><\/span><\/strong><\/p>\n

2..Kensington Investment Company<\/span><\/strong><\/p>\n

Kensington Investment Company, Inc. (KIC), founded in 1983, is the family office of the Lewis family and a Boston-based investment firm with an international focus. KIC\u2019s primary areas of investment include real estate, direct investments in private companies, and investments in alternative investment vehicles, such as private equity and venture capital funds.<\/span><\/p>\n

Properties<\/span><\/p>\n

Sustainability<\/span><\/p>\n

Available Leasing<\/span><\/p>\n

Contact no:1 617-790-3900<\/span><\/p>\n

Address:347 Congress St, Boston, MA 02210, United States<\/span><\/p>\n

Website:https:\/\/www.kicboston.com\/<\/a><\/span><\/strong><\/p>\n

3,Summit Partners<\/span><\/strong><\/p>\n

Summit Partners was founded in 1984 with a commitment to find and partner with exceptional entrepreneurs to help them accelerate their growth and achieve dramatic results.<\/span><\/p>\n

Since then, Summit has become the investment partner of choice for many of the best growth companies in the world. We\u2019ve grown to a team of more than 100 investments professionals, led by 27 Managing Directors whose tenures average 14 years with Summit. We have the capital and team to support your growth initiatives.<\/span><\/p>\n

Growth equity for exceptional entrepreneurs: your skill, ingenuity and perseverance have already made your business a success. Our capital, expertise and resources can take you further.<\/span><\/p>\n

COMPANIES<\/span><\/p>\n

Technology<\/span><\/p>\n

Healthcare & Life Sciences<\/span><\/p>\n

Growth Products & Services<\/span><\/p>\n

A-Z List of Investments<\/span><\/p>\n

Contact no:+1 617-824-1000<\/span><\/p>\n

Address:222 Berkeley St 18th floor, Boston, MA 02116, United States<\/span><\/p>\n

Website:https:\/\/www.summitpartners.com\/<\/a><\/span><\/strong><\/p>\n

4.Trillium Asset Management<\/span><\/strong><\/p>\n

Trillium Asset Management offers investment strategies and services that advance humankind towards a global sustainable economy, a just society, and a better world. For nearly 40 years, the firm has been at the forefront of ESG thought leadership and draws from decades of experience focused exclusively on responsible investing. Devoted to aligning stakeholders\u2019 values and objectives, Trillium combines impactful investment solutions with active ownership. The firm delivers equity, fixed income, and alternative investments to institutions, intermediaries, high net worth individuals, and other charitable and non-profit organizations with the goal to provide positive impact, long-term value, and \u2018social dividends\u2019.<\/span><\/p>\n

Equity Strategies<\/span><\/p>\n

Fossil Fuel Free Core FFF<\/span><\/p>\n

ESG Global Equity FFF<\/span><\/p>\n

Sustainable Opportunities FFF<\/span><\/p>\n

All Cap Core<\/span><\/p>\n

Large Cap Core<\/span><\/p>\n

Small\/Mid Cap Core<\/span><\/p>\n

Growth and Income<\/span><\/p>\n

Contact no: +1 617-423-6655<\/span><\/p>\n

Address: 60 South St, Boston, MA 02111, United States<\/span><\/p>\n

Website:https:\/\/www.trilliuminvest.com\/<\/a><\/span><\/strong><\/p>\n

5.Long Wharf Capital<\/span><\/strong><\/p>\n

Formed in 2011, we are an entrepreneurial real estate firm with a deep investment history. The individuals on our team have invested throughout the peaks and troughs of economic and property market cycles over 25+ years in the business. And in that time we\u2019ve earned our reputation one client at a time, one partner at a time.<\/span><\/p>\n

We\u2019ve spent two decades building trusting and rewarding relationships. Our experience and reputation help us forge new connections that can become lasting client and partner relationships critical to our long-term success.<\/span><\/p>\n

INVESTMENTS<\/span><\/p>\n

Long Wharf\u2019s investments are based on finding value in underappreciated situations \u2014 opportunities we uncover based on our team\u2019s vast network of contacts and partnerships in the industry and unique market insights from years of experience.<\/span><\/p>\n

Contact no: +1 617-250-7260<\/span><\/p>\n

Address:1 Federal St 26th floor, Boston, MA 02110, United States<\/span><\/p>\n

Website:https:\/\/longwharf.com\/<\/a><\/span><\/strong><\/p>\n

6,The Boston Company Asset Management<\/span><\/strong><\/p>\n

BNY Mellon Investment Management to Enhance the Specialist Investment Capabilities of Insight, Newton and Dreyfus Cash Investment Strategies.<\/span><\/p>\n

Mellon’s market-tested leadership team and investment professionals work in partnership to deliver the insights and strategies to help clients navigate increasingly complex markets and challenges.<\/span><\/p>\n

STRATEGIES<\/span><\/p>\n

Index<\/span><\/p>\n

Equity<\/span><\/p>\n

Fixed Income<\/span><\/p>\n

Multi-Asset<\/span><\/p>\n

Liquidity<\/span><\/p>\n

Alternatives<\/span><\/p>\n

Solutions<\/span><\/p>\n

Contact no:1 617-722-7029<\/span><\/p>\n

Address:BNY Mellon Center, 1 Boston Place, Boston, MA 02108, United States<\/span><\/p>\n

Website:https:\/\/www.mellon.com\/<\/a><\/span><\/strong><\/p>\n

7.Frontier Capital Management Co LLC<\/span><\/strong><\/p>\n

Frontier is a Boston-based boutique investment management firm. We manage $13.7 billion (as of December 31, 2020) across five strategies on behalf of global institutional investors. Our only business is the management of our clients\u2019 assets which allows us to focus on delivering superior results.<\/span><\/p>\n

Frontier was founded in 1980 and has managed U.S. equity portfolios utilizing fundamental research and bottom-up stock selection since inception. We have developed an expertise in U.S. small and mid cap equity investing which comprises nearly 100% of our total assets under management.<\/span><\/p>\n

In 2000, we partnered with Affiliated Managers Group, Inc. (\u201cAMG\u201d), a global asset management company with equity interest in leading boutique investment firms.\u00a0 Through this partnership, we retain our operational and investment autonomy and direct equity ownership across successive generations while leveraging the access to the scale and resources of a large organization.<\/span><\/p>\n

INVESTMENT PHILOSOPHY<\/span><\/p>\n

INVESTMENT PROCESS<\/span><\/p>\n

INVESTMENT STRATEGIES<\/span><\/p>\n

SMALL CAP GROWTH<\/span><\/p>\n

SMALL CAP VALUE<\/span><\/p>\n

FOCUS<\/span><\/p>\n

CAPITAL APPRECIATION<\/span><\/p>\n

MID CAP GROWTH<\/span><\/p>\n

Contact no:+1 617-261-0777<\/span><\/p>\n

Address: 99 Summer St # 1900, Boston, MA 02110, United States<\/span><\/p>\n

Website:https:\/\/www.frontiercap.com\/<\/a><\/span><\/strong><\/p>\n

8.Calkain Companies LLC<\/span><\/strong><\/p>\n

Avison Young\u2019s U.S. Net Lease Group was established in 2020 and is led by industry pioneer, Jonathan Hipp. This strategic addition provides a net lease service line on Avison Young\u2019s global commercial real estate platform.<\/span><\/p>\n

Washington, D.C. \u2013 John Kevill, Avison Young Principal and President of U.S. Capital Markets, announced today the strategic addition of net lease industry pioneer Jonathan Hipp, who joins the firm as Principal, based in Washington, D.C.<\/span><\/p>\n

Hipp, CEO and founder of Calkain Companies, will lead Avison Young\u2019s U.S. net lease efforts. Hipp brings 15 years of leadership in shaping the net lease marketplace throughout the United States on the back of strong research insights and marketing acumen. He will be joined at Avison Young by members of his Calkain team.<\/span><\/p>\n

Service<\/b>s<\/span><\/span><\/p>\n

NET LEASE BROKERAGE<\/span><\/p>\n

1031 EXCHANGES<\/span><\/p>\n

CAPITAL MARKETS<\/span><\/p>\n

SALE-LEASEBACKS<\/span><\/p>\n

Contact no:<\/b>+1 617-261-8584<\/span><\/span><\/p>\n

Address:<\/b> 101 Federal St #1900, Boston, MA 02110, United States<\/span><\/span><\/p>\n

Website:<\/b>https:\/\/avisonyoungnetlease.com\/<\/strong><\/a><\/span><\/p>\n

9.Qualivian Investment Partners<\/b><\/span><\/p>\n

Qualivian Investment Partners (QIP) is a private limited partnership founded in 2017 to provide long-term equity investors a focused alternative to the traditional asset management model. Based in Boston and co-founded by Aamer Khan, CFA, and Cyril Malak, QIP takes a \u201cprivate equity approach to public markets\u201d by owning primarily US-based companies in concentration for the long term. QIP seeks to invest in stocks that are \u201cQuality Compounders\u201d with wide moats, sustainable competitive advantages, free cash flow generation, and shareholder-friendly management teams that rationally reinvest back in the business at rates of return well in excess of their cost of capital. Companies that possess all these qualities are rare so QIP buys them in concentration and holds them for years, allowing their intrinsic value to compound over time.<\/span><\/p>\n

Contact no<\/b>: +1 617-977-6100<\/span><\/span><\/p>\n

Address<\/b>:: 84 State St #920, Boston, MA 02109, United States<\/span><\/span><\/p>\n

Website:<\/b>https:\/\/www.qualivian.com\/<\/strong><\/a><\/span><\/p>\n

10.AEW Capital Management<\/b><\/span><\/p>\n

Sitting in the lobby of AEW\u2019s Boston office is the front end of an Edsel. People, especially clients, often ask about why it is there. Peter Aldrich, one of AEW\u2019s Founders, bought the 1950 relic and placed it in the lobby because he believed it was a great way to let visitors know it would be wise not to stereotype the AEW organization or the people within it. More importantly, though, the Edsel is there to illustrate the dangers of organizational hubris. The Ford Motor Company, one of America\u2019s most successful organizations, did not listen to their customer when they designed it, and the car was considered a colossal failure. Having the Edsel in the lobby is a constant reminder for all of us to listen to our clients, and to always put them first.<\/span><\/p>\n

BY STRATEGY<\/b><\/span><\/p>\n

Core Strategies<\/span><\/p>\n

Core Plus & Value-Add Strategies<\/span><\/p>\n

Opportunistic Strategies<\/span><\/p>\n

Real Estate Securities Strategies<\/span><\/p>\n

Debt & Capital Markets<\/span><\/p>\n

Separate Accounts & Transferred Assets<\/span><\/p>\n

Contact no<\/b>: +1 617-261-9000<\/span><\/span><\/p>\n

Address<\/b>:2 Seaport Ln, Boston, MA 02210, United States<\/span><\/span><\/p>\n

Website<\/b>:https:\/\/www.aew.com\/<\/strong><\/a><\/span><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

1.Boston Trust Walden Company Boston Trust Walden Company is an independent, employee-owned firm providing investment<\/p>\n","protected":false},"author":23,"featured_media":22770,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6883],"tags":[],"class_list":["post-22119","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-boston"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/digitalmarketingdeal.com\/blog\/wp-json\/wp\/v2\/posts\/22119","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/digitalmarketingdeal.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/digitalmarketingdeal.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/digitalmarketingdeal.com\/blog\/wp-json\/wp\/v2\/users\/23"}],"replies":[{"embeddable":true,"href":"https:\/\/digitalmarketingdeal.com\/blog\/wp-json\/wp\/v2\/comments?post=22119"}],"version-history":[{"count":2,"href":"https:\/\/digitalmarketingdeal.com\/blog\/wp-json\/wp\/v2\/posts\/22119\/revisions"}],"predecessor-version":[{"id":143012,"href":"https:\/\/digitalmarketingdeal.com\/blog\/wp-json\/wp\/v2\/posts\/22119\/revisions\/143012"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/digitalmarketingdeal.com\/blog\/wp-json\/wp\/v2\/media\/22770"}],"wp:attachment":[{"href":"https:\/\/digitalmarketingdeal.com\/blog\/wp-json\/wp\/v2\/media?parent=22119"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/digitalmarketingdeal.com\/blog\/wp-json\/wp\/v2\/categories?post=22119"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/digitalmarketingdeal.com\/blog\/wp-json\/wp\/v2\/tags?post=22119"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}