|
Trust Services
We provide fiduciary asset management and planning for high net worth individuals.
Investment Management
Our investment management services are tailored to each client's personal goals, objectives, and risk tolerance.
Cantabrigia Investment Portfolio
Our new investment management service for mid-size investors based on a choice of model portfolios.
IRA Management
We administer and manage retirement assets based on individual retirement objectives and federal regulations.
Estate Settlement
We offer comprehensive services to conclude the financial and tax responsibilities for our high net worth clients.
Professional Profiles
Our complete team of highly qualified Wealth Management officers.
Wealth Management Online
View your account information anytime, anywhere from any computer with Internet access.
Publications
Read our most recent publications on current investment and financial issues.
Locations
Our offices are located in Massachusetts and New Hampshire.
Securities and other investment products are:
 |
|
|
|
Not FDIC Insured • May Lose Value • Not Bank Guaranteed |
|
|
|
|
|
Market
Contact Us:
Call 617-441-1599
(Robert MacAllister
in Massachusetts)
Call 603-778-0292
(David G. Strachan, Jr. in New Hampshire)
Email Us
Point of View
TrustLetter
|
