Why Choose Plimoth?
At Plimoth Investment Advisors, we are committed to delivering an exceptional, personalized experience to our clients. Our team brings deep expertise and a disciplined investment philosophy to every relationship, offering a full suite of wealth management and fiduciary services designed to support the financial well-being of individuals, families, businesses, and institutions.
What Sets Us Apart?
Wealth Management
When it comes to managing clients’ assets, we take a research-driven, disciplined investment strategy approach tailored to meet your specific needs. To support a wide range of needs, we offer five primary portfolio strategies:
- Income
- Income with Growth
- Balanced
- Growth and Income
- Growth
If a client’s needs fall between these categories, we blend strategies to create a customized portfolio aligned with their goals. Every plan is custom-made and adjusted as needed to support long-term success.
Business Retirement Plans
For business owners, we provide comprehensive guidance in selecting, implementing, and maintaining an appropriate retirement plan. Our services include:
- Plan setup and administration
- Investment selection
- Ongoing monitoring and fiduciary oversight
- Employee education and support
Whether your business is small or large, simple or complex, our retirement plan specialists will help you determine the solution that best supports your organizational and employee needs.
Investing for Private & Institutional Clients
Our investment process is grounded in fundamental research, data analysis, and disciplined long-term portfolio construction. We encourage a collaborative approach where clients work alongside our team to define objectives, and we apply our specially designed in-house investment process to create a customized strategy.
A defining feature of our service model is our two-person client team, consisting of:
- An Investment Officer who manages portfolio strategy and construction
- A Wealth Management Officer who oversees planning, trust, and administrative needs
Clients receive direct contact information for both professionals and can contact either for guidance, updates, or support. This ensures consistent communication and responsive service.
Trust & Fiduciary Services
As a trust company, Plimoth Investment Advisors has the ability to serve as trustee and provide comprehensive fiduciary management. We support individuals, families, foundations, endowments, and corporations with:
- Asset management
- Trust administration
- Estate settlement assistance
- Tax reporting and trust accounting
- Customized solutions for complex family and financial situations
We also offer convenience services such as automated bill payments, recurring income distributions, and electronic transfers to other bank accounts, making it easier for clients to manage their financial lives.
Estate Administration
Estate planning and administration can be challenging due to evolving family dynamics and changing tax laws. Our team works closely with families and their professional advisors to:
- Review and align legal documents with client goals
- Minimize estate tax implications
- Ensure assets are distributed according to wishes
- Provide guidance and support throughout the entire estate administration process
Our goal is to protect your legacy while simplifying the process for your loved ones.