Cambridge Trust is a core growth manager, working primarily with mid and large-cap equities and bonds.
Accounts are generally invested in individual securities with a strategy tailored to the client's
investment objectives and risk tolerance. We offer investment management services for a variety of
account types and investment levels.
For clients with assets of $1 million or more, Cambridge Trust delivers a full array of investment management and
planning services appropriate to the particular tax circumstances of the client or account.
For clients with $250,000 or more to invest, the Cantabrigia Investment Portfolio may be appropriate for you.
Cambridge Trust's team of portfolio managers is located in
Harvard Square, Cambridge, Massachusetts, and in Concord, New Hampshire. Each is responsible for
the investment management of a specific group of client accounts, in addition to contributing to
the development of investment policy and stock selection.
To schedule a meeting with an Investment Officer or to receive more information about our investment
management services, call Robert MacAllister in Massachusetts at 617-441-1599 or David G. Strachan, Jr. in
New Hampshire at 603-778-0292, or
email us.
Securities and other investment products are:
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Not FDIC Insured May Lose Value Not Bank Guaranteed |
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