Investment management applies to more than most people realize. That is why it is important to understand not only the services an investment manager can provide
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, time horizon, liquidity needs, tax position, and any unique circumstances. Our investment management strategy is designed based on your investment goals.
Once you open an investment management account, we review your existing plans - both estate and financial plans.
We go through a risk tolerance evaluation to understand which types of investments are best for you and allocate funds accordingly.
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
Creating your legacy is important business. It requires thoughtful strategies that protect your wealth and transfer it as you intend. At Caldwell Trust Company, there are few challenges we haven’t met and helped resolve. We manage complex wealth matters drawing on the breadth and depth of our experience, knowledge of current tax laws, and a commitment to the highest fiduciary standards.
We have no affiliations with any insurance companies, investment companies, or investment products. We take or receive no commissions, kickbacks, or back door compensation for the recommendations that we make. That means you can trust our investment advice is in your best interest, not ours.
*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.