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We offer investment management as well as administration of Individual Retirement Accounts and
Individual Retirement Account Rollovers. As Trustee/Custodian, we assist our clients with planning
regarding contributions, distributions, and beneficiary designations and are responsible for all
tax reporting. Investment assets are tailored to the objective that is appropriate for the account
owner, based on age, distribution requirements, designated beneficiaries, and estate planning.
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.
To schedule a meeting to discuss your IRA or Retirement Planning, or to receive more information
about our IRA 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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Market
Contact Us:
Call 617-441-1599
(Robert MacAllister
in Massachusetts)
Call 603-778-0292
(David G. Strachan, Jr. in New Hampshire)
Email Us
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