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