About Caldwell Trust Company
Caldwell Trust Company has enjoyed continued success by remaining true to the same tenets that management outlined in our original charter application. Simply stated, they are . . .
- To provide our clients with highly personalized one-on-one attention and care;
- To work to retain clients and build loyalties that result in multi-generation relationships;
- To contain our costs, and thereby client account fees, by doing everything internally using the latest in electronic technology, which allows us to provide better service for less; and
- To fill our staff with skilled, experienced trust professionals and help them to become part-owners of the company to nurture loyalty and eagerness to serve.
Since receiving our charter from the State of Florida in 1993, our business has continued to grow through individuals who are attracted to a trust service provider that sincerely believes in giving clients what it promises, including quality investment management and estate planning. We can and do meet a need that is not being filled by conventional providers at larger financial organizations where fees increase and traditional trust services are abandoned in favor of brokerage and mutual fund type activities.
Our success has enabled us to expand our area of personal service from the original operation in Venice, our headquarters, to branches in Punta Gorda and Sarasota which opened in 1997 and 1999 respectively. We hope you will take time to explore this site to learn more about us.
