Investment Management

Offering experience and a dedication to clients and their financial objectives.

Whether our client is an individual seeking the expertise of a day-to-day portfolio manager for individual trust or retirement assets or a corporation seeking management of retirement plan assets, Cambridge Appleton Trust offers the investment credentials clients seek to reach their investment goals.

These credentials include:

• The investment experience of Appleton Partners, the highly respected investment management firm that is part of the joint venture that created Cambridge Appleton Trust.

   

• A solid investment focus. Cambridge Appleton Trust offers the flexibility of managing portfolios from $200,000 up to multi-million dollars.

   

• Experienced investment professionals offering decades of trust and investment management experience.

   

• State-of-the-art portfolio tracking that ensures our clients receive timely and accurate reporting on their assets.

For more information on investment management services available through Cambridge Appleton Trust, call James O'Neil at (877) 332-2862 (toll free) or (617) 441-4250. Or send us an e-mail.