Our Approach
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  • - Barron's

 

Our Approach

respected by any measure

Clients should demand independence, integration and institutional quality from their wealth manager. Our investment philosophy is built upon these three principles:

  • Independent.  Our open architecture model of evaluating and providing access to the best-in-class asset managers allows us to be objective and provide clients with independent, unbiased advice. Our objectives are directly aligned with clients’ best interests.

  • Integrated.  In collaboration with Choate Hall & Stewart, we provide clients with a one-stop solution to their investment management, tax and estate planning needs through in-house expertise in all these areas. Choate Investment Advisors work together with other members of the wealth management group and experts across the firm to offer clients professional, holistic advice that will add substantial value over the long term.

  • Institutional.  Our institutional scale allows us to access investment opportunities that are unavailable to most individual retail investors. Our team of seasoned investment professionals helps clients meet their long-term objectives by controlling risk through sophisticated asset allocation, selecting and providing access to best-in-class investment vehicles, and maximizing after-tax returns by managing portfolios in a tax-sensitive manner.

Our experienced investment team listens carefully to clients to understand their unique financial situation and goals. Working together, we develop a customized, integrated investment plan to achieve those goals as efficiently as possible with minimized risk.

Our independent, open architecture model allows us to be objective and select superior investment vehicles within each asset class. Since we have no incentive to sell any proprietary investment products, clients can be confident that we invest their funds to serve their best interests in a range of investment vehicles.