Personalized Portfolio Management, as Unique as You
At Grove Bank & Trust, we understand that no two investors are alike. That's why our investment management services are founded on personalization, independence, and discipline.
We partner with SEI, a global leader in investment management and technology, and combine institutional-grade research with cutting-edge technology to deliver tailored portfolio strategies aligned with your goals.
Key Benefits:
Personalized portfolio construction
Diversified investment strategies
Strategic and tactical asset allocation
Access to global money managers
Tax-aware investment planning
Investment Products are Not FDIC Insured | May Lose Value | Not Bank Guaranteed | Not a Deposit | Not Insured By Any Federal Government Entity.
Clients of Grove Bank & Trust and their affiliates should consult with their legal advisors prior to entering into any financial transaction or estate plan.