For over two decades Cape Cod 5 has been a leader in institutional investment management for non-profits. Our services include: 

  • Institutional Investment Management
  • Committee based portfolio team
  • Experienced, credentialed, proven team
  • Guidance and drafting of policy statements including Investment Policy Statement (IPS), Gift policy, Distribution policy guidelines
  • Customized reporting, benchmarking and monitoring
  • Quarterly transaction summary
  • Contribution, distribution and gift reporting
  • Customized IPS Matrix
  • Local team with convenient access
  • Point-of-contact for all banking services
  • Donor education presentations
Meet our Team

Get to know our wealth professionals. 

Connect with an Advisor

Let Cape Cod 5 help you with your financial journey. 

 

NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY  NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE
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