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About Us

An experienced team with a singular focus: You.

Our multi-disciplined, consultative approach to serve you

The complex and evolving financial needs of your business demand customized, sophisticated solutions. Developing the integrated, institutional strategies to help address these needs requires a breadth and depth of knowledge, marketplace presence, and a spectrum of interdependent disciplines that only a select few can provide.

Our experienced, multi-disciplined team works with you and your financial professional to understand the financial intricacies of your business. By developing a keen understanding of your institution’s goals, we operate as an extension of your team to help advance your mission.

By leveraging our extensive experience with institutions of varying sizes and industries, we provide thorough and strategic insights to help you meet your financial needs, goals, and vision.


You benefit from

  • Dedicated teams with extensive insight in our chosen markets
  • Customized solutions, tailored to your specific needs
  • Financial strength and consistent market presence of a market leader


Mutuality Matters

We have built our success by staying focused on what matters — earning our clients’ trust and delivering solutions to help meet their complex financial needs — while maintaining financial strength and stability for the future.

As a mutual company, Massachusetts Mutual Life Insurance Company (MassMutual) doesn’t have shareholders. We do business with the long-term interests of our clients in mind and are not subject to the expectations of Wall Street analysts or stockholders.

Our investment management strategy is built on diversification, prudent security selection, and value. Through our strategy, we’ve been able to achieve solid long-term investment returns — even in unpredictable markets and challenging economic times. Financial strength ratings are a key indicator of a company’s ability to meet its financial obligations.

Financial Strength Ratings


Standard & Poor’s (Very Strong)


Moody’s Investors Service (High Quality)


A.M. Best (Superior)


Fitch Ratings (Very Strong)

1Ratings apply to Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company, Springfield, MA 01111-0001. Ratings are as of 5/1/2024 and are subject to change. Financial strength ratings do not apply to any product, nor do they imply any promise of investment performance.