Our founders Jim and Amelia used to be bankers. We were the office over in the corner, sometimes in another building altogether, where you’d go if you asked someone about something more than just a checking account. More than just a CD or a savings bond (remember those?). 

But we never felt like we were part of the purpose of the bank. We were the after-thought, and found the bank ultimately didn’t prioritize the customers we wanted to work with. 

So we created our own bank, Portland Trust Company, and now work exclusively on transparent and customized wealth management. We gave our customers a new home for managing their assets — managing their lives and futures — and they continue to grow with us to this day. And they sleep well at night, knowing we’ve helped them make great decisions for their families and the people they care about.

But, more importantly, we’ve helped them define and accomplish their goals: