Your Life.
Your Goals.
Our Purpose.

Penobscot’s investment approach is personal and practical — meeting each client’s distinct needs by investing in companies with solid business fundamentals and substantial financial strength.

Portfolio
Management

Portfolio management is the art and science of selecting and overseeing a group of investments that meet the long-term financial objectives and risk tolerance of a client, a company, or an institution.

Penobscot portfolio management requires the ability to weigh your goals and preferences against a universe of chosen stocks that present strengths and opportunities across the full spectrum of investments. The choices we make for you are designed for long-term capital accumulation and growth.

Grow and Preserve
Your Investments

Wherever you may be on your financial journey, the Penobscot team will ensure that growing and preserving your wealth are our top priorities.

Penobscot-Investment-Management---growing-and-preserving-your-wealth-are-our-top-priorities

Practicing active portfolio management, the Penobscot team manages a variety of assets such as:

  • Domestic & International Equities
  • Commodities
  • Corporate Bonds
  • Municipal Bonds
  • Treasury & Agency Bonds

Penobscot’s financial planning focuses on every aspect of your life with services for:

  • College Planning
  • Charitable Giving
  • Insurance Review
  • Retirement Planning
  • Tax Planning
  • Wealth Transfer

While Penobscot does not provide the legal services required to create an Estate or Trust, we do support your Estate and Trust needs by serving in any of the following capacities:

  • Investment Advisor
  • Trustee, Co-Trustee or Successor Trustee

Life.
Wealth.
Balance.
Penobscot.

If you already have a manager in mind, you can contact them directly, otherwise, please contact us at 617.227.3111 or [email protected] and we’ll set up a confidential introductory meeting.

Penobscot Investment Management

From nature’s perfect design, mighty pine trees grow. Penobscot’s goal is to design portfolios that focus on the steady growth of our clients’ income and assets.