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Government & Municipal Services

Guidance through fiduciary and compliance matters.

Banking services for municipalities and government entities must expertly address the varied complexities of managing public funds. Our bank has a long history of prudently managing public funds for municipal treasurers, finance directors, chief financial officers and their investment committees in Massachusetts and Rhode Island.

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

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

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