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Privacy Policy

Important Information


All information, data and opinions made available on this Website are provided "as is" without warranty of any kind, express or implied. Caldwell Trust Company will not be liable for any direct, special, indirect or consequential damages, even if expressly advised of the possibility of such damages, arising out of or in connection with the use of this website.  Caldwell Trust Company will not be liable under any circumstances for damages resulting from failure of performance, interruption, error, omission, delay in operation of transmission, defect, computer virus or system failure.  Caldwell Trust Company shall not be subject to any duties of confidentiality regarding information submitted through this website except as otherwise agreed to by Caldwell Trust Company in writing.

Caldwell Trust Company attempts to keep all information on this site accurate, complete and current.  However, it makes no warranty the information is indeed so.   Caldwell Trust Company makes no commitment to update the content provided.  It is the user’s responsibility to validate all information before relying on it. The content of this site may include technical inaccuracies or typographical errors. From time to time changes are made to the content herein. The information on this website is provided with the understanding that no accounting, legal or tax advice is being offered. Please consult your legal or tax adviser concerning such matters.

Caldwell Trust Company is not responsible for the content of any Website operated by a third party that may be linked to this website via hyperlink, whether such link is provided by Caldwell Trust Company or by a third-party.  Caldwell Trust Company does not guarantee, and undertakes no effort to verify, the accuracy, timeliness or completeness of the content of any website to which Caldwell Trust Company may link, including any information about Caldwell Trust Company appearing on any other site. By providing access to other websites, Caldwell Trust Company is not recommending the purchase of any product or service provided by the sponsors of such websites. Although the information provided to you on this website is obtained or compiled from sources Caldwell Trust Company  believes to be reliable, it cannot and does not guarantee the accuracy, validity, timeliness or completeness of any information or data including, without limitation, charts, graphs, historical and market data, made available to you for any particular purpose.


We collect and maintain your personal information so that we can provide investment management and other services to you. The types and categories of information that we collect and maintain about you include:

Information we receive from you to open an account or provide investment advice or other services to you (such as your home address, social security number, telephone, financial information and investment objectives).
Information that we generate to service your account or from our transactions with you such as account statements and other financial information).

Information on your transactions with nonaffiliated third parties.

We are careful to ensure that the financial information we collect is accurate, current and complete. We are committed to work with you to promptly correct any inaccurate information.


In order for us to provide investment management and other services to you, we do disclose your personal information in limited instances, and as permitted by law, including:

To nonaffiliated companies including those who help us service your account, such as providing account information to brokers and custodians.
To nonaffiliated companies or persons who provide services directly to you and to whom you authorize us to provide information, such as your attorney and accountant (and others if you elect to take part in our bill-paying service).

Other limited disclosures such as required reports to government entities.

We do not share your information with third parties for marketing purposes. We do not sell your information.


If you end your relationship with us, we will continue to adhere to the privacy policies and practices described in this notice.


If you have a password to view your account information on our secure website, we use a "session cookie" to enable you to navigate among the pages you are authorized to view. The cookie is activated when you enter the secure site, is held temporarily in your PC’s working memory only, and is automatically deleted when you close your browser.


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.