Cambridge Appleton Trust
Finance · 11-50 Employees
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Overview
Phone Number
(617) 441-7027Website
www.cambridgeappleton.comRevenue
$7.9 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Cambridge Appleton Trust
Cambridge Appleton Trust is committed to providing exceptional, personalized trust and investment management services. Clients who entrust Cambridge Appleton Trust with their wealth management needs gain access to a wide array of service offerings along with a highly experienced team of professionals who are readily accessible to provide assistance. Each team is assembled to meet the needs of the individual client and to provide an assurance of continuity and accountability for the successful management of the client's estate and investment objectives. Among the team members are senior investment professionals, who average more than 25 years experience in investing portfolios for individuals and institutions. Each of these professionals manages fewer client relationships than is typical in other institutions, allowing them to focus more attention on each individual client.Explore more
Cambridge Appleton Trust Org Chart
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Cambridge Appleton Trust is committed to providing exceptional, personalized trust and investment management services. Clients who entrust Cambridge Appleton Trust with their wealth management needs gain access to a wide array of service offerings along with a highly experienced team of professionals who are readily accessible to provide assistance... Read More
