As our founder wrote, “Standards for fiduciaries mandate a level of unwavering conduct, loyalty and personal integrity matched by few other disciplines in this changing and uncertain world.” This continues to be as true as the day it was penned. At Caldwell Trust Company, we strive to accommodate all of our clients’ financial needs—covering multiple aspects of life and business—to give them the reassurance that their futures are not only secure but also constantly thriving. We serve as an investment manager and trustee, allocating our clients’ assets into stocks, bonds and other investments. For larger accounts, we routinely become the family “quarterback”, working as advisers for all investment and business matters. We focus on employee retirement plans, offering comprehensive trust services for businesses and organizations. For our shareholders, we provide sustainable returns and liquidity to ensure our independence. 

Founded in 1993, Caldwell Trust Company is an independent trust company with more than 25 years of investment experience and $1.2 billion dollars in assets under management. We’re still right here. Same locations, same ownership, same management, same values as you. We are known for personalized service that safeguards client assets while maximizing investment return. We offer a full range of fiduciary services to individuals including serving as trustee, custodian and investment advisor, financial manager, and personal representative. Additionally, Caldwell offers 401(k) and 403(b) qualified retirement plans to companies. 

Read more from the Caldwell Trust Company BrandStory