About Us

Drawing on the strengths and resources of two distinctive financial institutions.

When the leaders of two distinctive financial services companies sought to enhance the level of service they provide to their clients, the idea to join forces and create a national trust company was born. In January 1999, Cambridge Appleton Trust, National Association emerged from a joint venture between Cambridge Savings Bank and Appleton Partners, Inc. as the first national full-service trust company of its kind. Cambridge Appleton Trust offers individuals, businesses, and foundations trust and investment management services drawing on the strengths of its founding institutions:

• Cambridge Savings Bank: A long-standing community bank with close to $2 billion in assets that has built a consistent record of success by offering its customers a full array of business and consumer products along with highly personalized service.
• Appleton Partners, Inc.: Founded in 1986, Appleton is an established investment management firm with $2 billion in assets under management. Appleton Partners is recognized for its dedication to investment results and responsiveness to clients.

Learn more about Cambridge Appleton Trust, including:

Our Philosophy
Trust and Investment Professionals