HELP & SUPPORT LOCATIONS CONTACT US LOGIN Our Solutions Who We Serve Insights About Us Search Investment Management Always in your best interest. Home Our Solutions Wealth Management Investment Management Clearly Defined Investment Process Broad Investment Platform Internal Equity Strategies Internal Fixed Income Strategies Internal ETF-based Strategies We actively manage your assets from a “total portfolio” perspective incorporating your needs for liquidity, tax exposures, risk tolerance, family goals and outside personal/business interests. Get in touch For more information about our Investment Management services, call: 844-251-0099 Email Us Find My Wealth Management Office Investment Management Team A highly talented and experienced investment team with an average of 20 years of industry experience constructs customized portfolios based on clients' unique goals. Meet the Team Cambridge Trust Wealth Management once again named one of the Largest Independent Investment Advisers by Boston Business Journal. Read More Proxy Voting: Evolving Voting Recommendations & Investor Preferences Proxy voting is one tool investors may use to drive positive change within companies. Proxy advisors are implementing stricter policies with respect to environmental, social and governance (ESG) factors when making voting recommendations. Learn More Summer 2021 Market Perspectives Our CIO, David Lynch, CFA, offers the investment team's insights on the markets and economy in our Summer 2021 Market Perspectives. Read More Where Did All the Income Go? With dividends and bond yields continuing to decline, how can you get your portfolio to generate more income? Read More Investment Services for Nonprofits As skilled partners to many area nonprofits we provide expert guidance and strategic solutions for each organization’s complex challenges, and offer specialty services customized for their needs. Members of the investment team serve on a number of nonprofit boards and committees, offering strategic advice and guidance. Endowment Management Investment Management You May Be Interested In Previous MARKET PERSPECTIVES Fall 2021 Market Perspectives AUDIO / VIDEO Q3 2021 Wealth Management Update WEALTH PLANNING Capital Gains Tax Strategies: How to Protect Your Assets and Stay on Track for Retirement Next Experience our exceptional personal attention for yourself Get in Touch 844-251-0099 Email Us Come Visit Us Search Our Solutions Wealth Management Business & Commercial Banking Private Banking Who We Serve Individuals & Families Businesses Nonprofits & Institutions Insights Investing & Economy Market Perspectives Wealth Planning Trusts & Estates Elder Fraud Prevention Credit & Lending Cybersecurity News & Updates Audio / Video About Us Our Approach Heritage & Values Community Commitment Sustainability Careers News Investor Relations Follow Us LinkedIn Twitter Facebook Privacy Disclosures Copyright © 2021 Cambridge Trust. All Rights Reserved. NMLS Unique Identifier #697495 Investments are not FDIC insured May lose value Not bank guaranteed Not a deposit Not insured by any government agency