Investment Management

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Investment Management Services

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 you, but also their process. Rather than just speaking generically, how can they work with you to figure out the best way to manage your wealth?

our process our services

Our Management Process

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.

Review Your Plan

Once you open an investment management account, we review your existing plans - both estate and financial plans.

Risk Tolerance Evaluation

We go through a risk tolerance evaluation to understand which types of investments are best for you and allocate funds accordingly.

Investment Advice

It is important for us to first review your plan and then determine your risk tolerance before we provide investment advice.

Choosing an Investment Manager

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.

5 Questions to Ask before hiring an investment manager

Our Services Include

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.

Estate Planning

At Caldwell Trust Company, trust is in the name, and we’re proud to be entrusted in helping you plan the future of your financial estate. The importance of setting up a plan for your wealth cannot be overstated, and you deserve reassurance that the distribution of your assets goes as you intended. We can provide the expertise, sensitivity, and care that your estate requires.

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Financial Planning

You never know what will happen, so planning your financial future is important in sustaining and growing your wealth. With expertise that spans over two decades, we at Caldwell Trust Company are here to help. The path to your desired future should be clear and our team is here to help you secure the route to your goals.

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IRAs

No matter where in your career you currently are, you can start saving to secure yourself a bright, carefree retirement. Our expert team will work with you to decide on a plan that fits your financial situation and your desired goals.

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Employer Retirement Plans

Let us help you and your business by giving you the information you need to provide retirement plans and services to your employees. Providing retirement plans to your employees is a worthwhile endeavor, but can be difficult to handle on your own. Our experts will work with you to find a plan that fits your business and your employees.

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Our Advice is Free of Conflict

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.

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*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.

Investment Management

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