Rockland Trust's Investment Management Group Surpasses $3 Billion in Assets
ROCKLAND, Mass. – March 13, 2017 – Rockland Trust today announced its Investment Management Group (IMG) has surpassed $3 billion in assets under administration.
“This is a significant milestone that serves as a testament to our great team of investment professionals and the Bank’s growth both organically and by expansion through acquisitions,” said David B. Smith, CFA and Chief Investment Officer at Rockland Trust. “Client relationships are the foundation of everything we do at Rockland Trust, and that is particularly true in to the counsel we provide to our investment management clients.”
Rockland Trust 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 more than 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 $7.7 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 and Rhode Island, as well as through telephone and mobile banking, and the Internet. Rockland Trust is also 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.