Our team will work with you to find the right solutions to fit your needs.

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Cape Cod 5 Investment Services is ideal for the independent individual investor, offering many ways to accumulate wealth through stocks, bonds, mutual funds and annuities.

Our brokerage services are offered through Osaic Institutions, Inc., a member of FINRA/SIPC. All investment and insurance services can be conveniently accessed through Osaic Institutions Investment Executives located at our Banking Centers throughout Cape Cod, Martha’s Vineyard, Nantucket and Southeastern MA.

Contact us to discuss options today


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Investment Products & Services

Brokerage Accounts

Mutual Funds
ETFs
Stocks & Bonds
Tax Aware
Socially Responsible
 

Annuities

Fixed, Indexed, Variable
Tax Deferral
Protected Growth
Protected Income
 

Retirement Accounts

Traditional IRAs
Roth IRAs
401k Rollovers
Simple & SEP
Small Business
 

Advisory Portfolios

Professionally Managed
Single & Multi-Manager
Customizable
Tax Aware
Socially Responsible
 

Personal Insurance

Term Life
Permanent Life
Long Term Care
Disability
 

Goal Based Planning

Retirement Income
College Funding
Family Protection
Estate & Legacy
Savings Growth

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Meet Our Team

Our knowledgeable and experienced Investment Executives are here to help.

Meet our Investment Services Team

To learn more about the members of our investment services team, access the BrokerCheck® service below provided by the Financial Industry Regulatory Authority (FINRA).

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Questions?

Send us a message using the form below.

Need Help?

Call 888-225-4636

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Brokerage services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Cape Cod 5 Investment Services is a trade name of the bank. Osaic Institutions and the bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE