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Investing for Nonprofits

Focused on your fiduciary responsibilities and investments.

Your nonprofit organization's most important job is carrying out its mission. Let Rockland Trust focus on the financial end with world-class nonprofit investment services customized for educational institutions, foundations, health care institutions and other charities in Massachusetts and Rhode Island.  Rockland Trust has a long history of working non-profit investment committee executives and board members to help them fully understand and fulfill their obligations as fiduciaries.

Complex market environments demand a partner who understands   contact us

Helping you build a successful financial plan

Rockland Trust's Investment Management Group focuses on your nonprofit's fiduciary duties, risk-management issue and the complex market environment to create a long-term plan that addresses your needs and goals. Our attentive team provides expert guidance in many areas.

  • Evaluates your current Investment Policy Statement (IPS)
  • Works with you to create a new or modified IPS, if warranted
  • Determines the investment strategies aligned to meet your nonprofit’s IPS-specific investment objectives and spending needs
  • Practices an investment management style designed to minimize downside risk
  • Mitigates risk through regulatory and compliance monitoring
  • Provides personalized, local service
  • Produces sophisticated customized reports for monitoring investment performance

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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