We believe that successful investment management begins with a clear understanding of your goals, time horizon, and risk tolerance. Our team of experienced professionals will collaborate closely with you to create a customized investment portfolio tailored to your goals.
Our investment management services include:
- Professional investment management by a highly credentialed and experienced investment committee
- Tailored Investment Policy Statement creation
- Customized investment portfolio construction
- Custody and safekeeping of investment assets
- Collection and reinvestment of dividends and interest
- Performance measurement reporting
- Regular meetings at client’s discretion
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We are here to help you build the financial future you deserve. Our experienced team of professionals can help you create a personalized plan to protect and grow your assets for today and beyond.
Wealth Management Products:
NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE
Bangor Wealth Management of New Hampshire LLC is a wholly-owned subsidiary of Bangor Savings Bank.