Investment Account Options
At Plimoth Investment Advisors, we offer a comprehensive range of investment account types for individuals, families, businesses, and institutions. Whether you are planning for retirement, managing long-term assets, or overseeing an organization’s financial responsibilities, our experienced team of Investment Officers and Wealth Management Officers is here to guide you every step of the way.
Our goal is simple: to provide the right account structure with disciplined investment management and a highly personalized, exceptional service experience.
Investment Accounts for Private Clients
When planning for retirement or working toward a financial milestone, choosing the right account type is essential. Our team has a long history of successful portfolio construction, risk management, and long-term planning- all delivered through a collaborative, relationship-focused service model.
We offer the following account options for private clients:
- Individual Investment Accounts (Taxable): Ideal for general investing, long-term growth, income, or wealth-building strategies.
- Individual Retirement Accounts/Rollover (Tax Deferred)
Choose from:- Traditional IRA – Tax-deferred growth with potential tax-deductible contributions.
- Roth IRA – Tax-free growth and tax-free withdrawals in retirement (subject to IRS rules).
- Rollover IRA – Consolidate assets from a previous employer’s retirement plan into a professionally managed account.
- Trust Accounts
Structured to support estate planning and long-term financial stewardship:- Revocable
- Irrevocable
Investment Accounts for Institutional Clients
Plimoth Investment Advisors also serves businesses, nonprofits, and other institutions seeking a reliable, disciplined investment partner. Whether you need assistance managing organizational assets or designing an employee benefits plan, our institutional portfolio managers provide strategic guidance, oversight, and ongoing communication.
Institutional account offerings include:
- Employee Benefit Plans – Retirement plan investment management for organizations of all sizes.
- Charitable Accounts – Support your mission through a professionally managed investment strategy.
- Endowment Accounts – Long-term investment management focused on sustainability and responsible distribution.
- Foundation Accounts – Custom portfolio solutions aligned with your organization’s purpose and governance structure.
- Corporate Accounts – Including cash management services and diversified portfolio management services
Our institutional clients benefit from sophisticated investment solutions, personalized attention, and a commitment to helping organizations achieve their financial objectives.