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Choate Investment Advisors
Choate Investment Advisors is an SEC-registered investment adviser headquartered in Boston, Massachusetts. Founded as part of Choate Wealth, the firm provides integrated investment management, financial planning, and wealth advisory services to high-net-worth individuals, multigenerational families, entrepreneurs, and charitable entities. Their multidisciplinary team includes attorneys, tax specialists, and investment professionals, enabling highly personalized wealth management across legal, tax, philanthropic, and administrative needs. With more than 100 years of institutional legacy, the firm is known for its client-first approach and long-term commitment. ChoateIA currently has 24 employees.
Investment Strategy
Choate Investment Advisors constructs diversified portfolios for clients using both public and private market strategies. The firm conducts thorough assessments of each client's risk tolerance and objectives, tailoring asset allocations accordingly. Investment management is typically discretionary, focusing primarily on equity, fixed income, and balanced portfolios, with use of ETFs and mutual funds. The firm may select subadvisors for parts of certain portfolios and advises private investment funds accessible to clients. Their approach excludes proprietary investment products and commissions, ensuring full alignment with client interests for multi-generational wealth accumulation and preservation.
Latest 13F Filing Activity
Choate Investment Advisors filed their most recent 13F report on Jun 30, 2025 disclosing 477 equity positions with a total 13F market value of $5B. The fund increased holdings in Harris Oakmark Etf Trust, Ishares TR, Ishares TR among other positions. Choate Investment Advisors reduced exposure to Ishares TR, Unitedhealth Group Inc., Thermo Fisher Scientific Inc. among others.
Top Holdings
Equity Positions (477)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 35.81% | $1.65B | 2,659,916 | $389.02 | $620.90 | +$99.4M |
O OAKM | HARRIS OAKMARK ETF TRUST | 5.17% | $238.6M | 9,292,332 | $25.68 | $25.68 | +$238.6M |
S SGOV | ISHARES TR | 3.80% | $175.1M | 1,739,491 | $100.68 | $100.69 | +$96.3M |
M MSFT | MICROSOFT CORP | 3.45% | $158.9M | 319,501 | $257.39 | $497.41 | +$43.0M |
M MUB | ISHARES TR | 2.96% | $136.3M | 1,304,995 | $107.49 | $104.48 | -$125.4K |
Industry Allocation
Investment Team (11)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | Ashland, MA , United States | |
 | Senior Investment Analyst | Boston, MA , United States | |
C Christine Wright | Portfolio Manager | Boston, MA , United States | |
 | Investment Analyst | Boston, MA , United States | |
 | Portfolio Manager | Boston, MA , United States | |
 | Senior Investment Analyst | Boston, MA , United States | |
 | Senior Investment Analyst | Boston, MA , United States | |
 | Senior Investment Analyst | Boston, MA , United States | |
 | Investment Analyst | Boston, MA , United States | |
 | Investment Analyst | Boston, MA , United States |
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