Trust & Wealth Management
Grove Bank & Trust offers comprehensive trust and wealth management services tailored to meet the unique needs of successful individuals and their families. We focus on preserving wealth through risk management, diversification and goals-based investment planning, while addressing the qualitative aspects of wealth.
Our wealth and investment teams take a relationship-based approach to understanding your financial needs, risk tolerance and vision regarding wealth. We offer an open architecture investment platform, which allows you to invest in funds and vehicles from other institutions and investment companies, and select managers on a best strategies basis to build a customized portfolio for each investor. We believe in proper asset allocation taking into account the facts and circumstances, appropriate diversification, and goals-based investment planning.
Our investment philosophy
- Customized strategies to meet each client’s needs and objectives
- Strategically planned, tactically managed and carefully monitored investments
- Focused risk management
- Extensive due diligence
- Integration with estate and tax planning
Investment Products: Not FDIC Insured | May Lose Value | No Bank Guarantee | Not a Deposit | Not Insured By Any Federal Government Entity