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.