Our team will work with you to find the right solutions to fit your needs.
Cape Cod 5 Investment Services is ideal for the independent individual investor, offering investors many ways to accumulate wealth including stocks, bonds, mutual funds and annuities. Our brokerage services are offered through INFINEX INVESTMENTS INC., a member of FINRA/SIPC. All investment and insurance services can be conveniently accessed through Infinex Investment Executives located at our Banking Centers throughout Cape Cod, Martha’s Vineyard, Nantucket and Southeastern MA.
Investment Products & Services
Brokerage Accounts
-
Mutual Funds
-
ETFs
-
Stocks & Bonds
-
Tax Aware
-
Socially Responsible
Annuities
-
Fixed, Indexed, Variable
-
Tax Deferral
-
Protected Growth
-
Protected Income
Retirement Accounts
-
Traditional IRAs
-
Roth IRAs
-
401k Rollovers
-
Simple & SEP
-
Small Business
Advisory Portfolios
-
Professionally Managed
-
Single & Multi-Manager
-
Customizable
-
Tax Aware
-
Socially Responsible
Personal Insurance
-
Term Life
-
Permanent Life
-
Long Term Care
-
Disability
Goal Based Planning
-
Retirement Income
-
College Funding
-
Family Protection
-
Estate & Legacy
-
Savings Growth
Connect with our Investment Services Team
To learn more about the members of our investment services team, access the BrokerCheck® service below provided by the Financial Industry Regulatory Authority (FINRA).
Brokerage services are offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC. Cape Cod Five Investment Services is a trade name of the bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
| NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE |
