Rockland Trust’s Cape Cod Investment Management Group Team Surpasses $500 Million in Assets

Filed Under: Other News

ROCKLAND, Mass. – November 28, 2018 – Rockland Trust today announced its Investment Management Group (IMG) Cape Cod Team has surpassed $500 million in assets under administration. This significant achievement is evidence of the Group’s growth since opening their second investment office in Hyannis, which is driven by ten experienced local investment professionals.
“This milestone serves as a testament to the meaningful relationships we have built with individuals, families, and business owners on the Cape.” said David B. Smith, CFA and Chief Investment Officer at Rockland Trust. “Client relationships are the foundation of everything we do at Rockland Trust, and that is particularly true in the counsel we provide to our investment management clients.”
Ranked one of the Largest Independent Investment Advisers in Massachusetts by the Boston Business Journal, IMG manages over $3.6 billion in assets and is comprised of more than 70 experienced professionals in seven investment centers in Boston, Edgartown, Franklin, Hanover, Hyannis, Osterville, Worcester, and Providence, RI. The Group creates customized plans for individuals, municipalities, businesses, and not for profit organizations through a full range of services that include Investment Management, Trust and Estate, Insurance, and Financial and Retirement Planning.
“We are grateful for the trust our clients place in us and look forward to building on the relationships we have established on the Cape. Continuing to offer clients access to a comprehensive wealth management platform catered to fit their long-term goals and objectives is our primary focus” says Rachael Aiken CFP ®.
Our approach with every client is to provide customized and comprehensive guidance so they may navigate their financial futures with ease. Each client is assigned a team of financial professionals, including a relationship manager, financial consultant, and a portfolio manager, who work collaboratively to develop a long-term financial strategy that best suits the client. The team consistently applies sound investment principles to seek to minimize risk and maximize long-term results for clients in a dynamic investment landscape.
About Rockland Trust
Independent Bank Corp. (NASDAQ Global Select Market: INDB) has approximately $8.4 billion in assets and is the holding company for Rockland Trust Company, a full-service commercial bank headquartered in Massachusetts. Named in 2018 to The Boston Globe’s “Top Places to Work” list for the 10th consecutive year, Rockland Trust offers a wide range of banking, investment, and insurance services.  The Bank serves businesses and individuals through approximately 100 retail branches, commercial and residential lending centers, and investment management offices in eastern Massachusetts, including Greater Boston, the South Shore, the Cape and Islands, and Rhode Island. Rockland Trust also offers a full suite of mobile, online, and telephone banking services. The Company is an FDIC member and an Equal Housing Lender.  To find out why Rockland Trust is the bank “Where Each Relationship Matters®”, please visit www.rocklandtrust.com.
 


Our latest edition!!!


Menu

Please help support regional biz news with 11k other Professionals.
Free weekly updates.

Your email is confidential and secret.