Services

Services

Meeting Your Needs, Today and Tomorrow

Portland Trust Company shares the same passion for balanced growth that shaped the entrepreneurial town we’re named for. We keep one eye on the economic landscape and the other on the horizon for new opportunities. That vision has inspired the complete suite of wealth management services we’ve designed specifically to serve your needs today—and to build the plan that leads to your dreams for tomorrow.

What We Offer

Trust and Fiduciary Services

  • Trustee Services
  • Trust and Estate Administration
  • Trusteed IRA’s
  • Special Needs Trusts

Investment Management

  • Individualized Portfolios
  • Active and Passive Investment Strategies
  • Smart Beta Solutions
  • Affinity Group Concentrations

Planning Services

  • Financial Planning
  • Estate Planning
  • Family Dynamics
  • Life Cycle Changes