About Cambridge Appleton Trust, NA
Cambridge Appleton Trust was created in 1999 as a joint venture of Cambridge Savings Bank and Appleton Partners. It was an unprecedented partnership between the two firms, the first charter of its kind in the country.
Cambridge Appleton Trust draws on the experience, commitment and knowledge of seasoned professionals to manage and support personal trusts, endowments funds, retirement plans and special purpose trusts. While providing trust and investment management services is our primary role, Cambridge Appleton Trust also serves as Trustee in a variety of capacities.
The Power of Two, Working For You
Since the service philosophies of the bank and the investment firm are so well matched, it’s no surprise that Cambridge Appleton Trust clients enjoy a high level of personal attention. We know the details of your account, as well as the way you like us to handle transactions and requests. A member of our team is always ready to respond to your call.
Cambridge Appleton Trust portfolios are custom designed to meet the needs of each client as well as the provisions of individual trusts. The investment professionals at Appleton Partners work together with their counterparts at Cambridge Appleton Trust to manage assets, interpret requirements, and implement trust criteria. Always, we focus on the protection and transfer of assets in a tax-efficient manner.
Cambridge Appleton Trust is a separate entity regulated by the Office of the Comptroller of the Currency (OCC) and is located in the same building as Appleton Partners in Boston.
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