BOSTON INVESTMENT TRUST MANAGEMENT, INC.

Overview

Boston Investment Trust Management, Inc. is a small, independent registered investment adviser that serves individual and family clients with financial planning and discretionary portfolio management. The firm favors a conservative, income-oriented approach: filings show a clear preference for fixed-income instruments, with portfolio construction tilted toward government bonds and credit instruments. Advisory services are offered on a fee basis — including a percentage-of-assets model supplemented by hourly and fixed fees — and the firm does not present itself as a multi-state or institutional pension consultant. It is not positioned as a capital allocator and is not identified as an active ESG investor. Client relationships are focused and limited in scale, allowing the firm to shape personalized plans for individuals and small businesses. Boston Investment Trust Management, Inc. concentrates on traditional wealth-management activities rather than broad third-party advisory networks or multi-adviser arrangements.

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Public Holdings

Investments & Alternatives

Location & Offices