Investors Bank & Trust Company (Boston)

Investors Bank & Trust Company is a large advisory firm based in Boston. It manages $4.5 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.

Investors Bank & Trust Company provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Investors Bank & Trust Company: assets under management

The assets under management (AUM) of Investors Bank & Trust Company is $4.5 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 90% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.5 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.5 billion each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Investors Bank & Trust Company for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Investors Bank & Trust Company

Paul J. Jasinski has been acting as President since 1 Nov 1996. Susan Carol Goulet Mosher joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael F. Rogers	Executive vice president	1 Sep 1993	Other	4380581
Kevin J. Sheehan	Chairman, president and chief executive officer	1 Jun 1995	Other	4380573
Kevin John Sheehan	Chairman and chief executive officer	1 Jun 1995	Other	4380573
Investors Financial Services Corp.	Corporation	1 Nov 1995	75% - 100%	04-3279817
Paul J. Jasinski	Director	1 Nov 1996	Other	4380610
Paul Joseph Jasinski	Director	1 Nov 1996	Other	4380610
Michael F. Rogers	President	1 Aug 2001	Other	4380581
Michael Francis Rogers	President	1 Aug 2001	Other	4380581
John Fitzgerald Pyne	Chief financial officer	1 Nov 2002	Other	3139373
Susan Carol Goulet Mosher	Chief compliance officer	1 Aug 2004	Other	1350221

Based in Boston

The principal office where Investors Bank & Trust Company performs its advisory services is located at 200 Clarendon Street, Boston, MA 02116, which is also the mailing address of the firm. The firm also has an office outside of the United States.