Back Bay Management Corp

Appleton Partners Inc is a Boston-based investment management firm that offers a range of financial services to individuals, non-profit organizations, and institutional clients. With a commitment to research-driven strategies, they provide customized wealth management solutions and investment strategies tailored to meet the unique needs of their clients. Their team of experienced professionals focuses on active management and passive strategies, with a strong emphasis on environmental, social, and governance (ESG) insights. Through their separate account management and private client services, Appleton Partners Inc aims to help clients achieve their financial goals and navigate the complexities of the market.Generated from the website

Founded in 1924, MFS Investment Management is one of the leading money management firms in the world that offers a range of products and services, including mutual funds, separately managed accounts and retirement plans to retail customers and institutional investors. The firm manages more than $130 billion in assets. Its primary investment areas include portfolio management, fundamental equity, trading, and credit, and quantitative research. MFS Investment Management operates through offices in Bahrain, Berlin, Buenos Aires, Hong Kong, London, Milan, Munich, Sao Paulo, Singapore, Sydney and Tokyo. The firm assists clients with retirement, asset allocation and college planning activities. It manages equity and fixed-income assets for public and corporate pension plans, bank trust clients, insurance companies, endowments and foundations and investment advisory firms. The firm provides variable and fixed annuities through Sun Life Financial Distributors.