Our new Cantabrigia Investment Portfolio offers mid-size investors access to the same premium expertise that we give our high net worth clients. When you have $250,000* or more to invest and prefer an account with separately invested stocks and a select group of bond funds chosen to meet your investment objective, the Cantabrigia Investment Portfolio may be ideally suited to you.

Available for individuals, traditional and rollover IRAs, and trustee for revocable trusts, endowment funds and employee benefit plans, the Cantabrigia Investment Portfolio offers a choice of model portfolios with individual stocks managed with full discretion by the Cambridge Trust investment team. A dedicated Cantabrigia Administrator is available to provide personal service and to help assess your financial goals and investment objective.

To schedule a meeting or to receive more information about the Cantabrigia Investment Portfolio, call Aimee Forsythe, Cantabrigia Administrator, at 617-441-1413 or email us.

*$150,000 minimum investment for 100% equity investment.

Securities and other investment products are:

		Not FDIC Insured  •  May Lose Value  •  Not Bank Guaranteed