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Cambridge Trust uses a core or blended style, which we believe
enables us to capture attractive valuations across a wider spectrum
of global investment opportunities than a rigid “growth” or
“value” style.
Our internally developed, research-driven process is managed by
our team of portfolio managers and analysts. We build discretionary
portfolios consisting of our best investment
ideas, focusing on individual global equities, fixed income
securities, exchange-traded funds, and mutual funds. Our
team-oriented approach fosters spirited discussion and rigorous
evaluation of
investments. More often than not, the resolution of team debate
brings greater conviction to an investment idea or theme.
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.
The Cantabrigia Investment Portfolio is offered to clients with
$250,000 to $1 million to invest; all-equity accounts may be
$150,000 to $1 million. Accounts are either Investment Management
Accounts (IMA) or agencies for trustees of revocable trusts. Funding
is in cash, and investment management is provided by a model
selected to meet the client’s investment objective. Cantabrigia
models and account are overseen by our Cantabrigia Investment
Officer.
Cambridge Trust Company has been making people feel welcome for 120
years. We think that has to do with our commitment to every single
one of our customers – individuals, families, and
business owners. No matter the banking service you need, you can be
assured that:
1. You always have our undivided attention. One attribute that sets
Cambridge Trust apart from other banks is our fierce dedication to
personal service. That means you can depend on
experienced professionals who will get to know you by name and work
with you to understand your financial needs.
2. You have all the choices you need. We offer full-service banking,
giving you the financial solutions you need for every stage of your
life – and business.
3. Our people have the authority and expertise to help you. Whether
you need help financing a new kitchen, expanding your business, or
managing your investments, the financial expert you need
is easy to reach and easy to talk to.
https://www.cambridgetrust.com
Cambridge Trust Company
1336 Massachusetts Avenue
Cambridge, MA 02138
CBIZ Tofias and Mayer Hoffman McCann P.C. – Tofias New England
Division
Tofias PC, one of New England's leading accounting firms, is now
CBIZ Tofias and Mayer Hoffman McCann P.C. - Tofias New England
Division, together the 7th largest accounting provider in the
United States.
Though our name has changed, CBIZ Tofias and Mayer Hoffman McCann
P.C. - Tofias New England Division's commitment to our clients'
needs remains the same. And now as a part of CBIZ and
Mayer Hoffman McCann, we also offer the depth of resources only a
national firm can provide, along with the benefit of local decision
making and personal service.
CBIZ Tofias and Mayer Hoffman McCann P.C. - Tofias New England
Division is one of New England's largest and fastest growing
accounting and consulting providers. We are an industry leader
that provides a breadth of comprehensive, thoughtful and
personalized services to privately held companies, public companies,
not-for-profit organizations, family offices, and individuals. In
addition, CBIZ Tofias and Mayer Hoffman McCann P.C. - Tofias New
England Division offers a variety of specialized consulting services
designed to assist business owners, attorneys, corporate
executives, and building owners.?
CBIZ Tofias Retirement Plan Services offers complete consulting and
independent, third-party administration services for corporate
retirement plans. We understand that a winning plan
differentiates your company and helps you attract and retain
talented, high-caliber employees. Our experts will consult, design,
implement and administer a plan that maximizes your wealth and
addresses cost, tax and compliance implications for your company,
while also providing your employees with comprehensive benefits.
CBIZ Tofias offers financial services companies superior accounting
and audit*, advisory, and tax services. Our team of industry
professionals understands the ever changing, complex world of
financial services, and will work closely with you to understand and
identify the challenges and opportunities you face. We offer
specialized services with access to extensive national resources,
coupled with first rate responsiveness, personal attention and local
decision making.
http://www.cbiz.com
350 Massachusetts Avenue, 5th Floor
Cambridge, MA 02139
Massachusetts :
Financial Advisor in Boston :
: Financial Advisor in Cambridge
: : Financial Advisor in Needham
: Financial Advisor in Newton
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