A complete list of active advisors currently associated with Boston Investment Trust Management, Inc.

Warmer can help you find a great advisor at Boston Investment Trust Management, Inc. or one who fits your needs even better.

Boston Investment Trust Management provides discretionary portfolio management, written financial planning, and focused consulting to individuals (including high‑net‑worth individuals) and business clients, as described in its Form ADV. The firm advises on a broad range of securities and vehicles — including exchange‑listed and over‑the‑counter equities, corporate and municipal debt, mutual funds and ETFs, options, and interests in partnerships investing in oil and gas — and produces a written financial plan when engaged. The adviser develops individualized investment policies through in‑depth client interviews and applies a mix of fundamental, technical, quantitative and qualitative analysis together with asset‑allocation techniques to implement each client’s objectives. It commonly manages accounts on a discretionary basis, employs strategies that include long‑term purchases and option writing (covered calls and spreads), and reviews managed accounts at least monthly while delivering financial plans typically within several months. Distinctive for a solo, state‑registered adviser, the firm reports a notable non‑U.S. client base alongside its U.S. individual and business clients, an uncommon client mix for firms of this size. The brochure also discloses several operational features that stand out for a boutique practice, including acceptance of oil‑and‑gas partnership interests, formal proxy‑voting procedures, and a Code of Ethics that prohibits principal and agency cross transactions.

To learn more about the advisors currently working at Boston Investment Trust Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.