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Investment Management

Disciplined approach, rock-solid results.

Journey confidently into your financial future with guidance from our expert team of investment advisors. Our experienced, credentialed team emphasizes diversification and downside protection with a steady approach that doesn't waver in the face of short-term disruptions and distractions. We stay focused on your goals and adopt a comprehensive asset management program based on rigorous analysis.  

Investment Management Services

Diversification is key

To strike the proper investment balance, we build a foundation of core equity, core fixed-income and diversified fixed-income and equity assets, each serving a distinct purpose within your portfolio. Our disciplined approach to investing includes a proprietary screening process and guidance from highly skilled managers. We focus on asset managers who take a long-term view and minimize expenses while exhibiting a consistent risk-adjusted return profile.

Core Equity: These companies stress earnings growth independent of economic variables with stocks that strive for consistent, above-average returns with lower risk.

Core Fixed-Income: Focusing on avoiding default risk, this class relies on flexible and liquid holdings, non-callable bonds, protection from interest rate changes, and rigorous credit analysis.


Thoughtful, comprehensive solutions 

We take time to understand your current situation involving finances, interests and lifestyle. From that, we weigh your short and long-term goals and then provide a written analysis that lays out an investment strategy balanced with your risk tolerance.
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A sense of security

Whether you are looking to protect yourself, your family, or your business, our in-house insurance expert will work with you to determine the appropriate coverage for your precise needs.

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Planning ahead for a secure retirement 

Rockland Trust's personal retirement planning experts can help you develop or refine your retirement strategy so you can make the most of your golden years.
Planning for retirement

Financial security for you and your family 

Our experts have the expertise and sensitivity to prudently manage your investments, strive to minimize tax liabilities, and ensure the reliable disbursement of funds.
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Not Insured by FDIC or Any Other Government Agency / Not Rockland Trust Guaranteed / Not Rockland Trust Deposits or Obligations / May Lose Value