ROCKLAND, Mass. – July 27, 2017 – Rockland Trust has been ranked as one of the 25 largest independent investment advisers in Massachusetts in the Boston Business Journal’s annual ranking. Based on total assets as of June 1, 2017, Rockland Trust ranked 24th on list. The Bank’s Investment Management Group oversaw approximately $3.2 billion in assets as of June 30, 2017, which grew 12.8 percent from June 30, 2016.
“Rockland Trust has been serving clients’ financial needs for over 100 years and this recognition is a testament to our team of dedicated and experienced investment management professionals,” said David B. Smith, CFA, Chief Investment Officer, and Managing Director of Rockland Trust’s Investment Management Group. “We’re honored to receive this recognition which is the result of our commitment to focusing on customer relationships.”
About the Investment Management Group
Rockland Trust’s Investment Management Group (IMG) creates customized plans for individuals, municipalities, businesses and not for profit organizations through a full range of services including: Investment Management, Trust and Estate, Insurance, and Financial and Retirement Planning. The team is comprised of nearly 60 experienced professionals who consistently apply sound investment principles to seek to minimize risk and maximize long-term results for clients in a dynamic investment landscape.
IMG takes a holistic approach to wealth management. Each client is assigned a team of financial professionals, including a relationship manager, financial consultant, and a portfolio manager, who work collaboratively to develop a long-term financial strategy that best suits the client.
About Rockland Trust
Independent Bank Corp. (NASDAQ Global Select Market: INDB) has approximately $8 billion in assets and is the holding company for Rockland Trust Company, a full-service commercial bank headquartered in Massachusetts. Named in 2016 to The Boston Globe’s “Top Places to Work” list for the eighth consecutive year, Rockland Trust offers a wide range of banking, investment, and insurance services. Rockland Trust serves businesses and individuals through approximately 100 retail branches, commercial lending offices, investment management offices, and residential lending centers located in eastern Massachusetts, including Greater Boston, the South Shore, the Cape and Islands, and Rhode Island. Rockland Trust also offers a full suite of mobile, online, and telephone banking services. The Company is an FDIC member and an Equal Housing Lender. To find out why Rockland Trust is the bank “Where Each Relationship Matters®”, please visit www.rocklandtrust.com.
