CHOATE INVESTMENT Overview

Choate Investment Advisors is an investment advisor that manages 3.8 BN dollars in regulatory AUM and has 8 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/07 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 40% of the manager's regulatory AUM.

CHOATE INVESTMENT StockAlpha

-3.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CHOATE INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IVV 29.44% ETF 1.54% -0.01% 0 9%
IDLB 9.05% ETF -6.81% -0.69% 964 0%
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FEATURED IN
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CHOATE INVESTMENT Founders and Key Employees

Name Title In Position Since
James A. Mcdaniel Director Of Cami December-1997
Frederick P. Callori Chief Compliance Officer March-2006
Todd M. Millay Managing Director Of Cia, President, Treasurer And Director Of Cami April-2008

CHOATE INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

CHOATE INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis

CIA believes that the most responsible way to take risk is to first determine how much risk is appropriate for a particular client, build a diversified portfolio reflecting that level of risk, and then make disciplined, incremental decisions to maintain that risk level. We believe that effective diversification requires an investment policy that goes beyond equities and fixed income asset classes to include “alternative” asset classes with low correlations to both stocks and bonds.

By alternative asset classes we do not mean sacrificing liquidity or transparency. Rather, we mean regulated, liquid, proven asset classes that have demonstrated meaningful diversification benefits versus stocks and bonds. Examples of these asset classes include non-US bonds, commodities, real estate, and frontier markets. Our client’s portfolios are free from a US “home bias” and take full ad...
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CHOATE INVESTMENT Portfolio Concentration

CHOATE INVESTMENT Location

TWO INTERNATIONAL PLACE
BOSTON, Massachusetts
UNITED STATES, 02110

CHOATE INVESTMENT Contact Information

Phone Number: 617-973-4900
Fax Number: 617-248-4000
Website:

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