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Policy Outlook

At Caldwell Trust Company we are extremely focused on  policies, not politics. A fiduciary money manager can’t control what happens in  Washington, or even worldwide for that matter, but we do have to manage  investments in keeping with the resulting policies. For some helpful links  regarding policy outlook, see below. The following links will open up a new  browser tab for easy navigation.


Trusts & Estates

Ensuring your wealth fulfills
your goals of the future.

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Preparing you for tomorrow
on your terms.

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Growing your wealth and
making it work for you.

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