choate investment advisors
Originally established to provide investment counsel to Choate attorneys who serve as trustees, Choate Investment Advisors now provides comprehensive, integrated wealth management services to individuals, helping clients meet financial goals with their personal portfolios, retirement accounts and charitable foundations. With over $2 billion in assets under advisement, Choate Investment Advisors offers institutional quality investment advice and access to Choate Hall & Stewart’s world-class estate, tax planning and legal services to help clients manage their current wealth and plan for the long-term welfare of their families.
To learn more about Choate Investment Advisors' expertise, click on one of the categories below.
Investment Approach
Our Team
Research
In the Press
Wealth Management
Todd Millay on China's economic conditions
Click here to watch Todd Millay speak at China as Number Two, the second firm-sponsored program at WGBH.
Todd Millay on developing markets
Todd Millay moderated a panel, "Lessons Learned from Developing Markets " at Wharton's Road to Recovery conference in December 2009. Click here to view the video. The video can be found under the Hopes and Fears in Emerging Markets heading.
todd millay and bill lowell on the financial crisis
Click here to watch Todd Millay and Bill Lowell speak at Understanding the Meltdown, a firm-sponsored program at WGBH.
Research
Choate Investment Advisors uses advanced quantitative techniques to identify opportunities and risks that may arise as a result of the current markets. Click here to learn more about our research.
In the press
wealth management
To learn about Choate's wealth management services, please click below.