Established in 1982, Boston Advisors is a boutique investment management firm, managing assets for institutional investors. The firm offers a range of investment capabilities, including equity, fixed income, asset allocation, and socially responsible/faith-based asset management. Our investment services range from managing all or just a portion of a client’s investment portfolio. Boston Advisors is known for its hybrid investment approach, combining sophisticated, proprietary quantitative modeling with a fundamental overlay to create custom portfolios that emphasize active risk management. Specialties Asset Management, Asset Allocation, Custom Portfolio Construction and Management, Global tactical Asset Allocation (GTAA), Subadvisory Services, Separate Accounts, Faith-Based Investing, Socially Responsible Investing, Catholic Investing (adhering to the U.S. Conference of Catholic Bishops investment guidelines) Boston Advisors is the business name of the equity division of Knights of Columbus Asset Advisors, LLC (“KOCAA”), an SEC registered investment adviser that maintains business operations in the States of Connecticut and Massachusetts. For information about KOCAA’s business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov. Boston Advisors is a division of KOCAA, which is a wholly-owned subsidiary of Knights of Columbus, the world’s largest Catholic Lay organization.
View Top Employees from Boston AdvisorsWebsite | http://www.bostonadvisors.com |
Revenue | $103 million |
Employees | 27 (27 on RocketReach) |
Founded | 1982 |
Address | One Liberty Square 10th Floor, Boston, Massachusetts 02109, US |
Phone | (617) 348-3100 |
Fax | (617) 348-0081 |
Technologies | |
Industry | Investment Management, Venture Capital & Private Equity, Finance |
Web Rank | 14 Million |
Keywords | James Gaul Email Boston Advisors, Boston Advisors, Llc |
Competitors | Ariel Investments, Barclays Global Investors, MFS Investment Management Canada |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5259 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52599 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 525990 Companies, NAICS Code 525 Companies |
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The Boston Advisors annual revenue was $103 million in 2024.
Peter Anderson is the President of Boston Advisors.
27 people are employed at Boston Advisors.
Boston Advisors is based in Boston, Massachusetts.
The NAICS codes for Boston Advisors are [5259, 52, 523, 52599, 5239, 52393, 525990, 525].
The SIC codes for Boston Advisors are [628, 62].