Stock Report: Boston Private Financial Holdings Inc. (BPFH) Report Updated: May 20, 2013 | Print This Page

Boston Private Financial Holdings, Inc. operates as the bank holding company for Boston Private Bank & Trust Company that provides private banking, investment management, and wealth advisory services in the United States. It offers various deposit products, including checking accounts, demand deposits, NOW accounts, savings accounts, money market accounts, and certificates of deposit. The company’s loan portfolio includes residential mortgage loans, mortgage loans on investment and vacation properties, unsecured and secured personal lines of credit, home equity loans, and overdraft protection to individuals; and commercial and mortgage loans, revolving lines of credit, working capital loans, equipment financing, community lending programs, and construction and land loans to businesses. In addition, it provides financial planning, tax planning and preparation, estate and insurance planning, retirement planning, charitable planning, and intergenerational gifting and succession planning services. The company serves individuals and their families, small and medium-sized businesses, and professionals; and real estate investors and middle market businesses, including corporations, partnerships, associations, and nonprofit organizations primarily in the New England, San Francisco Bay, southern California, and the Pacific Northwest. Boston Private Financial Holdings, Inc. was founded in 1988 and is headquartered in Boston, Massachusetts.