Cambridge Appleton Trust, N.A. is a full service, nationally chartered trust company. Created in 1999, it is a joint venture between Cambridge Savings Bank, a 175 year old mutual savings bank, and Appleton Partners, Inc, a $4.0 billion privately held investment management firm. Located in the heart of Boston’s financial district, Cambridge Appleton Trust serves the needs of both individuals and nonprofit institutions.
Under the leadership of the Chief Executive Officer, James M. O’Neil, Jr., the Trust Company provides a broad range of trust and fiduciary expertise to its clients. The Trust Officers are seasoned professionals with a broad and deep understanding of trust administration, family dynamics and portfolio management. Cambridge Appleton Trust has specific experience working with individuals with special needs and their families and has partnered with PLAN of Massachusetts and Rhode Island since 2003.
Cambridge Appleton Trust provides prudent and diversified portfolio management for PLAN of Massachusetts and Rhode Island clients. They offer five asset allocation options so that beneficiaries may benefit from the one that is right for their particular circumstances. They employ a high quality domestic equity manager for long-term appreciation, a total return bond fund comprised primarily of investment grade securities and a money market fund which invests in high quality short term fixed income securities. Cambridge Appleton Trust understands that these funds are critical to provide each trust beneficiary with services and security throughout the individual’s lifetime.
Cambridge Appleton Trust is highly regulated by the Office of the Comptroller of the Currency that conducts a rigorous review every 18 months. Additionally, it maintains liability insurance and is audited annually by a team of internal auditors.
Cambridge Appleton Trust is a boutique trust company that is proud to serve the investment needs of PLAN of Massachusetts and Rhode Island, an organization that does so much for so many.” – Jim O’Neil, CEO Cambridge Appleton Trust