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 09/30/21. The fund's latest filing disclosed 2BN in positions, representing 42% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/07 to 09/30/21. The fund's latest filing disclosed 2BN in positions, representing 42% of the manager's regulatory AUM.
CHOATE INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CHOATE INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 27.57% | ETF | 8.9% | -0.04% | 0 | 13% | ||
| RSP | 17.34% | ETF | 7.9% | -0.24% | 0 | 4% | ||
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FEATURED IN
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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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...
Unlock Full Investment Process Description
CHOATE INVESTMENT Portfolio Concentration
CHOATE INVESTMENT Location
TWO INTERNATIONAL PLACE
BOSTON, Massachusetts
UNITED STATES, 02110
BOSTON, Massachusetts
UNITED STATES, 02110
CHOATE INVESTMENT Contact Information
Phone Number: 617-973-4900
Fax Number: 617-248-4000
Website: null
Fax Number: 617-248-4000
Website: null
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