Plimoth Investment Advisors
Trust & Asset Management
Our vision at BayCoast Bank is to provide our customers superior financial solutions, comprehensive products and an unparalleled service experience. BayCoast Bank is proud to be an 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 member of their service team. For more information, please contact Thom Miller at 781-320-4865 or firstname.lastname@example.org, or visit www.plimothinvestmentadvisors.com.
Products and services made available through Plimoth Investment Advisors are not insured by the FDIC, DIF or any other agency of the United States, and are not deposits or obligations of nor guaranteed or insured by BayCoast Bank or any of its affiliates. These products are subject to investment risk, including the possible loss of the principal amount invested.