Rockland Trust’s Investment Management Group surpasses $7 billion in Assets Under Administration
ROCKLAND, Mass. – September 16, 2024 –Rockland Trust’s Investment Management Group (IMG) reached another milestone by surpassing $7 billion in AUA as of August 31, 2024. This achievement comes just sixteen months after IMG crossed the $6 billion mark in April of 2023.
IMG’s strong relative investment performance across all major asset classes and continued drive to deliver holistic wealth management solutions, which include financial and retirement planning, special needs services, insurance and tax services, and estate plan analysis helped fuel this significant growth. Building upon its extensive offerings, IMG also recently introduced Business Owner Advisory Services and grew its estate planning division by appointing an Estate Settlement & Trust Termination Officer.
“This milestone is a reflection of our team’s mission to provide exceptional support and advice to those we serve,” said David B. Smith, CFA, Managing Director and Chief Investment Officer at Rockland Trust. “By deeply understanding our clients’ unique needs, we become an extension of their families and businesses, ultimately providing the services and guidance they need to work toward their personal financial goals.”
For ten consecutive years, IMG has ranked as one of the “Largest Independent Investment Advisers in Massachusetts” by the Boston Business Journal. IMG provides comprehensive wealth management solutions designed to meet the specific financial needs of individuals, businesses, and institutions. The team has more than 90 experienced professionals throughout eleven investment offices located across Massachusetts in Boston, Edgartown, Franklin, Hanover, Hyannis, Milford, Nantucket, Osterville, Peabody, Worcester, and Providence, RI. (IMG Broadcast Appearances)
