Plimoth Investment Advisors specializes in the management of investment portfolios for institutional clients seeking customized solutions. Our portfolio managers work directly with clients in order to ensure optimal portfolio structure and investment positioning.
Why Plimoth Investment Advisors?
- Disciplined process: Investing is a discipline. In order to be successful, your manager needs to adhere to a consistent discipline and process.
- Experienced professionals: Our experienced and credentialed investment management team is structured to deliver high quality and steady management results and service.
- Dedicated to quality: We manage assets with a bias towards high-quality investment portfolios, limiting volatility and generating positive “risk-adjusted” returns.
- Superior service model: Two points of contact ensures easy access to and prompt service from our team.
Overall Investment Philosophy
At Plimoth Investment Advisors we utilize a top-down approach to asset management. This begins with a comprehensive review of current and expected future economic conditions. The outlook drives decisions concerning our target asset allocation structure to various asset types and exposure to securities within each type. Within this structure we maintain a discipline to owning “high-quality” assets, and a contrarian rebalancing approach that enforces a “buy low / sell high” methodology. This has proven to be a successful approach through multiple market cycles.
- Liquidity Management
- Core fixed income
- Large-cap equity core
- Multi-asset equity
- Blended portfolios
Plimoth Investment Advisors was established to allow local community banks to compete in the highly competitive investment management marketplace. Owned by two local and well-capitalized community savings banks, Plimoth Investment Advisors enjoys the stability associated with community banking, while offering sophisticated investment solutions that are generally offered by larger national and regional financial institutions. Plimoth Investment Advisors is your local community investment manager.
For more information on Institutional Investing please call Thom Miller at 781-320-4865 or email firstname.lastname@example.org