Comprehensive Investment Services
Comprehensive Investment Services are offered to clients and accounts with more than $1 million of investible assets. Accounts may be Investment Management Accounts (IMA), revocable or irrevocable trusts, agencies for trustees of revocable or irrevocable trusts, and Traditional IRA or IRA Rollover Accounts. Services include investment management and planning appropriate to the objectives and tax circumstances of the client or account. All relationships are overseen by an Investment Officer and a Trust Officer.
Cambridge Trust Select Investment Portfolio
The Cambridge Trust Select Investment Portfolio is offered to clients with $250,000 to $1 million to invest. Accounts may be Investment Management Accounts (IMA), agencies for trustees of revocable trusts, and Traditional IRA or IRA Rollover Accounts. Funding is in cash, and investment management is provided by a model selected to meet the client’s investment objective. Cambridge Trust Select models and accounts are overseen by our Cambridge Trust Select Investment Officer.
Learn about our Investment Process.
To learn more about our Investment Management Services in Massachusetts, call William Yates at
617-503-4041. In New Hampshire, call Erin Cooper at 603-369-5057 or Susan Martore-Baker at
603-369-5101. You can also email us at any time.