A complete list of active advisors currently associated with Choate Investment Advisors

Warmer can help you find a great advisor at Choate Investment Advisors or one who fits your needs even better.

Choate Investment Advisors is an SEC‑registered adviser that provides discretionary and non‑discretionary portfolio management, financial planning and wealth management to high‑net‑worth individuals, trusts, charitable foundations, donor‑advised funds and endowments. The brochure notes the firm does not list corporate or business clients and that a substantial portion of its assets are held in trusts for which attorneys at its parent law firm serve as fiduciaries. The firm’s stated investment approach emphasizes diversified asset allocation as the primary determinant of long‑term performance and begins client relationships with an assessment of willingness and ability to take risk, then manages portfolios to that defined risk level while using tools such as capital‑gains budgeting and ESG analysis. ChoateIA combines index exposures, selected active managers and subadvisors where appropriate, and also sponsors three private fund vehicles that act as funds‑of‑funds, primarily to gain private equity exposure. ChoateIA’s affiliation with Choate, Hall & Stewart LLP is a prominent feature of its business model: the law firm provides administrative support, CHS pays ChoateIA monthly fees that cover certain operating and custody costs, and the firms’ intertwined trust relationships affect how accounts are managed and custodied. The brochure also discloses that the firm issues periodicals/newsletters and has referenced predecessor performance in its materials, and it highlights operational distinctions from many peers such as a published $10 million target minimum (accepted below at discretion), employee/partner fee discounts, and deemed custody of private fund interests that triggers independent audit requirements.

To learn more about the advisors currently working at Choate Investment Advisors, 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.