Your Relationship With Us

It’s all about customer satisfaction.

Plimoth Investment Advisors is committed to our clients. We focus on a “Client-Centric” approach.

  • Each client has an Investment Officer and a Wealth Management Officer.
  • Each portfolio is customized to meet individual needs.
  • Regular meetings are held at the discretion of the client.
  • Both paper statement and online account access is available.
  • Regular market updates are distributed to clients on a weekly and monthly basis.

Your Investment and Wealth Management Officers will:

  • Create your financial retirement plan
  • Develop an investment allocation to meet your specific needs
  • Invest and manage your portfolio assets
  • Work as your fiduciary on all aspects of managing your relationship
  • Meet regularly to review your portfolio
  • Work with your other professional advisors (legal and accounting) to ensure continuity of service
  • Be available to meet at any time to answer questions or review activities

Another key component of Plimoth Investment Advisors’ efficiency and effectiveness is our in-house Operations Department.

The operations group is responsible for:

  • Processing cash movement
  • Processing securities movement
  • Statement reporting
  • Maintaining online systems

Many organizations outsource this critical function to a third-party organization that could be located anywhere. We take pride in the fact that our own Operations Department performs the operations activity, ensuring our ability to deliver unparalleled service.