Financial Services at a Level That Will Surprise You.
Portland Trust Company provides wealth management and financial services for Maine families, individuals and businesses – PTC works with you, to master what’s important in your financial life.
Portland Trust Company was established to deliver a broader range of wealth management services that makes sense for the people of Maine. Our clients enjoy a dedicated team, a thorough planning process and portfolio management services through an integrated private banking model. Trust is our middle name. And we’ll earn yours every day. – James MacLeod, President & Amelia Kurtz, Chief Executive Officer
We are your team.
And our mission is clear – to identify, simplify and coordinate the delivery of the wealth management and banking services you need.
PLANNING SERVICES for any stage of life
- Financial Plans to guide you through life’s transitions and events
- Estate Plans to assure your wishes are carried out
- Multi-generational asset protection strategies in case your beneficiaries aren’t as careful as you
INVESTMENT MANAGEMENT for everyone
- All Weather Portfolios
- Active and Passive Strategies
- Affinity Group Concentrations
TRUST AND FIDUCIARY SERVICES to simplify the complex
We provide comprehensive administration for
- Irrevocable and Revocable Trusts
- Supplemental Needs Trusts
- 401(k) ERISA Plans, as Plan Fiduciary
- Charitable Trusts and Foundations
We are able to help you with just about any type of wealth management or fiduciary account administration. Just ask if you don’t see what you need included here.