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Government & Municipal Services

Your Partner in Municipal Investing

Investing services for municipalities and government entities must expertly address the varied complexities of managing public funds, trust and OPEB funds. Our highly experienced team has a long history of managing and administering public funds for municipal treasurers, finance directors, chief financial officers and their investment committees.
 
Contact our Municipal expert to help review your municipal business and investing needs.
 
Margaret Vose

Vice President, Municipal Investment Management
150 Grossman Drive, Braintree, MA 02184

C: 774.283.3405 | P: 781.982.6320 | F: 508.732.7758

Margaret.Vose@RocklandTrust.com


Place your public funds in trusted hands     contact us

A responsible, comprehensive approach




The Rockland Trust Investment Management Group administers and manages public funds through various vehicles:


  • Long-term trust fundstown hall and town center
  • Stabilization funds
  • Community Preservation Act (CPA) funds
  • Other Post-Employment Benefits (OPEB) Funds (developing policy, advising on  actuarial liability, managing assets and directing disbursement)
  • Cemetery perpetual care funds



Additionally, we provide appropriate asset allocation according to the Massachusetts Legal List of Investments and the Prudent Investor Rule by helping with the following:


  • Investment policy formation
  • Asset allocation analysis
  • Investment manager selection
  • Portfolio monitoring
  • Recordkeeping
  • Attesting to fiduciary status






Securities and Insurance Products offered through LPL Financial and its affiliates members FINRA / SIPC

Rockland Trust Company and Rockland Trust Financial Services are not registered brokers/dealers and are not affiliated with LPL Financial.

Not FDIC Insured - Not Bank Guaranteed - May Lose Value - Not Insured by any Federal Government Agency - Not a Bank Deposit