Investment Management Group
Professional Investment Management, Personally Delivered
The Rockland Trust Investment Management Group will provide you with the highest level of service delivered by experienced investment and fiduciary professionals. Whether you are an individual seeking investment guidance or a business looking for a customized retirement plan solution, our team of financial advisors will work with you to determine the appropriate investments and fiduciary arrangements consistent with your goals.
Investment Philosophy
Our investment philosophy focuses on three key concepts:
- Protecting and building wealth through a well diversified asset allocation program
- Implementing investment strategies to deliver consistent competitive returns
- Determining the appropriate fiduciary arrangement either through a trust or other plan
Investment Selection Process
We employ a rigorous approach to equity and fixed income selection using an in-house, large cap core discipline augmented by an external manager "best of breed" selection process to complete our asset allocation models.
Fiduciary Services
We have the full range of trust, estate and retirement plan services to help both individuals and businesses achieve their financial objectives.
Trusts
- Provide for heirs
- Potential to minimize taxes
- Avoid probate and ensure confidentiality/privacy
- Personal relationship with beneficiaries
Tax Services
- Estate Tax preparation for fiduciary accounts
- Planning and analysis
Estate Settlement
- Executor services
- Tax preparation and planning
- Prepare probate documents, handle claims
Individual Retirement Accounts
Custody Services
- Provide safekeeping of securities
- Collect and distribute investment income, track dividends etc.