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Mellon Investments Corporation

One Boston Place,201 Washington Street
Boston, Massachusetts 02108
United States
Contact :      Mr. Gerald Cosgrove
Phone :       617-722-7250
Fax :             617-722-7516
Email :
Web : 

Mellon Investments Corporation Information

Type of organization :
Total Assets Managed ($Mil) : $151,955
Tax-Exempt Managed ($Mil) : $78,173
Taxable Assets Managed ($Mil) : $68,954
Year Founded : 1933
Wrap Programs Offered? : No
# of Accounts Managed : 1841
In-House Research : 90 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : Yes
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Mellon Investments Corporation History

Mellon was established in 1933 with roots tracing back to the late 1800s. Mellon was formed on January 31, 2018, through the merger of The Boston Company and Standish into Mellon Capital. Effective January 2, 2019, the combined firm was renamed Mellon Investments Corporation. Mellon is a multi-asset investment adviser providing clients with a wide range of investment solutions. • Active Equity: Our active equity strategies leverage the expertise built by The Boston Company, which was founded in 1970. A long, distinguished tradition of bottom-up stock selection and in-depth investigative research supports our active equity strategies. Our active equity portfolios cover the geographic and market cap spectrum. • Active Fixed Income: We offer a comprehensive range of actively managed fixed income strategies based on the deep experience of Standish, which was founded in 1933. Our active fixed income strategies span a wide range of fixed income disciplines and demonstrate our ability to design innovative effective solutions to satisfy the needs of our active fixed income clients. • Index, Multi-Asset and Multi-Factor: We offer a range of index, multi-asset and multi-factor products to suit our clients’ needs. Our fundamentals-based systematic investing incorporates our understanding of long-term economic relationships, which Mellon Capital has researched since its founding in 1983. Mellon is a registered investment advisor, organized as a corporation in the state of Delaware, and is an indirect subsidiary of The Bank of New York Mellon Corporation.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
Limited Partnership :
Foundations :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : 532 Analysts : 100
Portfolio Managers : 95 Traders : 31
Client Service : 15 Operation : 291

Mellon Investments Corporation Personnel


Client Contact
Tel : 617-248-6367

Mellon Investments Corporation Product Name

Stable Value Separate Account Strategy:Privately Managed Accounts
Mellon Stable Value Fund:Privately Managed Accounts
Report Created: September,22 2020.  Copyright Money Manager Review , All rights Reserved.

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