We provide the ‘big picture’ oversight that you need to succeed.

Investment Process & Management


Custody & Investment Management of Accounts

At Caldwell Trust Company, we believe no two investors are alike. Our investment process is always client-focused. We do this by tailoring portfolios to meet each client’s investment goals, desired return objectives, risk tolerance, timeframe, cash requirements and tax position.

Our investment management strategy is designed based on your investment goals of preserving principal, maximizing income or growing capital.

We Serve:
  • Individuals
  • Employer Sponsored Pension Plans (401K)
  • Foundations
  • Endowments
  • Corporations

Our Services Include:
  • Investment Advice
  • Custody & Investment Management of Accounts
  • Asset Allocation
  • Master Custodian
  • Investment Advisory
  • Financial Planning

Can you picture yourself working with a firm that always puts your best interest before theirs? Call (941) 493-3600 or toll-free at (800) 338-9476 to schedule a no-obligation initial consultation.

Important Notice: Investments are not FDIC Insured or Guaranteed - Securities (including shares of mutual funds), alternative investments, and other investment products are not insured by the FDIC or any other agency of the United States, nor are they obligations of, insured or guaranteed by, Caldwell Trust Company and affiliates. Securities (including shares of mutual funds) and other investments involve investment risks, including the possible loss of value.

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Trusts & Estates

Ensuring your wealth fulfills
your goals of the future.

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Retirement

Preparing you for tomorrow
on your terms.

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Investments

Growing your wealth and
making it work for you.

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