Trust & Asset Management
Our vision at Dedham Savings is to provide our customers superior financial solutions, comprehensive products and an unparalleled service experience. Dedham Savings is proud to be the owner of Plimoth Investment Advisors, a limited purpose trust company providing investment advisory and trust services to high net worth individuals, non-profit organizations, and institutional clients.
Plimoth Investment Advisors uses a conservative and disciplined investment management approach, and develops a close relationship with its customers in order to construct a customized investment portfolio that is most appropriate for them and their family. We integrate traditional fiduciary trust services into the relationship, where appropriate. Each client relationship works with two professionals: an investment officer who manages portfolio assets and a relationship officer who provides fiduciary oversight of trust where applicable and all other service aspects of the relationship. Each person is a specialist in their respective area, and each client has direct access to both members of their service team.
For more information, please contact Thom Miller at 781-320-4865 or email@example.com, or visit www.plimothinvestmentadvisors.com.
Investment products provided: