Your Relationship With Us

Your Relationship With Us

It's all about customer satisfaction

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 Relationship 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.
  • Quarterly newsletters are distributed to provide economic and market insight.

The Investment Officer will manage your investments while the Relationship Officer will work with you on a day-to-day basis and provide services such as:

  • Providing answers to all your questions.
  • Coordinating regular meetings to discuss your goals and portfolio performance.
  • Strategically integrating trust and estate administration needs.
  • Working with you, your family, attorney and accountant to help you meet your financial goals.

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.

38 Resnik Road, Plymouth, MA 02360   |   508-747-6596

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Investment products provided:

  Are Not Bank Guaranteed     Are Not FDIC or DIF Insured     May Lose Value