Walden Asset Management LLC

Website
13432 North Rd
Alden, NY 14004
https://www.bostontrustwalden.com

Walden Asset Management LLC is an independent, employee-owned firm based in Alden, NY, providing investment management services to institutional investors and private wealth clients. They offer a range of investment strategies and services, including institutional investment management, private wealth management, impact investing, and mutual funds.

With a focus on principled investing, Walden Asset Management LLC aims to deliver sustainable and socially responsible investment solutions. They provide insights through investment commentaries and ESG impact reports, helping clients make informed investment decisions. As an independent firm, they prioritize the needs and goals of their clients, offering personalized wealth advisory services and striving to reduce estate tax exposure through lifetime gifting.

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