The Trust and Asset Management Team
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Trust Earned. Prudence Employed.
We've been preserving the assets of Cape Cod families since 1855 when asset management meant establishing a savings account for loved ones. Today, the amounts and investment vehicles are vastly different, but our investment philosophy hasn't changed. It's a simple human equation - earn your trust through dedication and hard work, and handle your money with prudence.
Investment Management
Our Investment Officers listen carefully to both your concerns and financial objectives and then, with your specific needs in mind, create a customized portfolio of individual stocks and bonds crafted in a way to make sure your goals are attained. We have developed a finely tuned investment process allowing us to build high-quality, diversified portfolios of carefully selected securities.
Retirement Planning
There is perhaps no area of the country so connected to retirement in a positive way than Cape Cod. Needless to say, we place a high level of importance on the retirement planning process. Our basic strategy in this area is to gather and weigh all your assets together--IRAs, your 401K, employee benefits and Social Security benefits. Our goal, of course, is to guarantee that you will have the income stream for a robust retirement.
Financial Planning
At the core of our offerings is financial planning. It is the first order of business as one strives to get his financial house in order. Based on your desired goals, we can develop either short - or long-term strategies, or a combination of both. Sensitivity will be given to your financial plan and to how it will impact retirement and estate planning. And tax planning will be engaged to make sure that you retain the greatest share possible of your assets.
Trust, Estate and Fiduciary Services
In their fiduciary capacity, Cape Cod Five's Trust Officers ensure that your account is administered according to your desires or consistent with the terms of your governing instrument. We understand that being a trustee requires the technical experience of objectively interpreting documents and implementing tax sensitive strategies. We do so, however with respect for your intentions and a compassion for the unique nature of each client's family and their circumstances.
In addition to acting as trustee, Cape Cod Five offers a full array of estate settlement services. As executor we have the experience to handle both the technical and complex issues that arise in settling an estate as well as sensitivity in meeting your family's needs during difficult times. Whether Cape Cod Five is named trustee or executor, you can be assured that you will be working with a team of skilled Officers, the best in their field.
With our long history of serving the community, we have learned that acting in a fiduciary capacity is only one aspect of our Trust Officer's responsibilities. Our Trust Officers act as your point of contact for all of your financial needs, customizing their role to meet your individual needs and objectives. The end result: peace of mind for you and your family knowing that a knowledgeable, local individual is guarding your best interests; meeting your needs.
These products and services are not FDIC-insured, and are not deposits or obligations of nor guaranteed by the Cape Cod Five Cents Savings Bank. These products are subject to investment risk, including possible loss of value.
