Personal. Practical. Penobscot.
For more than 30 years, Penobscot Investment Management has helped clients find their place in an evolving financial world.
A TRULY CUSTOMIZED PORTFOLIO
Your life is unique so your financial support should be as well. In the age of robo-advisors and boilerplate guidance, we go against the grain. At Penobscot, we design each client's portfolio from the ground up—selecting investments that we believe best fit your specific goals and circumstances. We invest primarily in individual stocks and bonds because we feel they offer the most transparency and give us the most control in our effort to achieve your goals.
Typical asset classes include:
Treasury and Agency Bonds
What you can expect from our process
Together we'll outline your goals, risk tolerance, and investment style so you have a clear path for what you're working toward.
Create a detailed financial plan that guides your wealth management support—from taxes and insurance review to trusts and estate planning.
Even the best laid plans need attention. We will continue to evaluate and adjust your plan over time to help you meet your goals.
THE WHOLE TEAM ON YOUR SIDE
You are so much more than a number at Penobscot. We believe in quality over quantity, so we work with a limited number of individuals, families, and institutions. As a result, each member of your PIM team will be familiar with your plans and needs—and contribute their skills to help you create your best life. We handle every investment detail in house—and you can expect to have a one-on-one relationship with the professional who manages your money. The managers also conduct the research of the underlying securities. We believe that this connection and understanding helps ensure your investments genuinely reflect your goals and values.
We assist in planning:
Transfer of Wealth
Trusts & Estates
Penobscot’s investment approach is personal and practical. Putting it simply, we meet each client’s distinct needs by investing in companies with solid business fundamentals and substantial financial strength. If you already have a manager in mind, you can contact them directly, otherwise, please contact us at 617.227.3111 or firstname.lastname@example.org and we'll set up a confidential introductory meeting.