Rockland Trust's Cape Cod Investment Management Group Team Soars

Surpasses $500 million in assets under administration...

From Rockland Trust:

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.

>> Meet our Investment Management Team


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