Rockland Trust’s Investment Management Group Reaches $2 Billion in Assets
ROCKLAND, Mass. -- August 08, 2012
Rockland Trust announced its Investment Management Group (IMG) has reached $2
billion in assets under administration. The group’s assets increased by nearly
21 percent from the fourth quarter of 2011 through the second quarter of 2012,
and have doubled since 2006.
“This is a significant milestone that demonstrates that more and more clients
are discovering how we can help them manage their money and prepare for the
future,” said David B. Smith, CFA and Chief Investment Officer at Rockland
Trust. “We appreciate the trust our clients have placed in us and we’re
committed to going beyond words and acting upon our pledge to partner with
them to provide personalized financial solutions that meet their goals.”
Rockland Trust’s Investment Management Group creates customized plans for
individuals, municipalities, businesses and not for profit organizations
through a full range of services including: Investment Management, Trust and
Estate, Insurance, and Financial and Retirement Planning. The team is
comprised of more than 50 experienced professionals who consistently apply
sound investment principles to minimize risk and maximize long-term results
for clients in a dynamic investment landscape.
For individuals IMG takes a holistic approach to wealth management. Each
client is assigned a team of three financial professionals, including a
relationship manager, financial consultant, and a portfolio manager, who work
collaboratively to develop a long-term financial strategy that extends beyond
traditional money management.
Through its subsidiary, Bright Rock Capital Management, LLC, Rockland Trust
also offers institutional investment management solutions for pension plans,
institutions, mutual fund firms, banks, trust companies, retirement plan
sponsors, RIAs, and endowments. To learn more, please visit
About Rockland Trust Company
Rockland Trust Company is a full-service commercial bank headquartered in
Massachusetts, with $5.1 billion in assets. The sole bank subsidiary of
Independent Bank Corp. (NASDAQ:INDB), Rockland Trust provides a wide range of
consumer, business, investment, and insurance products and services. Ranked
“Highest Customer Satisfaction with Retail Banking in the New England Region”
in 2012 by J.D. Power and Associates, Rockland Trust’s network consists of 67
retail branches, 10 commercial lending centers, four investment management and
four residential lending centers located throughout Eastern Massachusetts in
Rhode Island. To find out why Rockland Trust is the bank “Where Each
Relationship Matters®”, please visit www.RocklandTrust.com.
Rockland Trust received the highest numerical score among retail banks in the
New England region in the proprietary J.D. Power and Associates 2012 Retail
Banking Satisfaction Study^SM. Study based on 51,498 total responses measuring
13 providers in the New England region (CT, MA, ME, NH, RI & VT) and measures
opinions of consumers with their primary banking provider. Proprietary study
results are based on experiences and perceptions of consumers surveyed
January-February, 2012. Your experiences may vary. Visit www.jdpower.com.
Rockland Trust Company
Ellen Molle, 781-982-6537
Press spacebar to pause and continue. Press esc to stop.