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Summer is when we can take time to consider some of those more important decisions, such as your investment management and estate planning strategies. Pieces of your life may be shifting – children become adults, businesses or homes sell, retirement approaches or health changes. Summer is an ideal time to talk with your wealth advisor about what is happening in your life, so the best possible solutions can be offered for your family’s needs and goals.
As the largest independent trust company in Southwest Florida, we now manage over $1.6 billion for over 300 families – and since 2001, have made it our mission to preserve and grow our clients’ assets. If you are not already a member of The Trust Company family, we invite you to visit one of our offices to discover the true meaning of Private Wealth Management.READ MORE
There is not a month that passes that we don’t have the pleasure of helping one of our clients – and often it’s not a financial or estate planning matter. It’s a life issue, a family issue or even a health issue. It reminds us that this is why The Trust Company is different. The size of our company affords us the privilege of knowing our clients personally and makes us available to them for any reason, day or night. At the same time, we have the resources and talent on board to manage $1.5 billion in assets for more than 300 families and growing. This past quarter brought The Trust Company to a new milestone level in asset management, due to the confidence of our valued clients and the skills of a dedicated Portfolio Management Team. We’re proud to be a wealth manager – not simply a money manager.
If you are not already a member of The Trust Company family, we invite you to visit one of our offices to discover the difference.READ MORE
A new year brings a clean slate – the chance to start fresh with the goals that are most important to you and the enthusiasm to tackle them. This issue of MARKETWATCH can help you address those goals. Read about Trump’s ambitious agenda during his first term and how it may affect the economy; learn how to put steps in place to protect multi-generational wealth in the “Riches to Rags” article; consider the analysis of active versus passive management over time, and finally, take a look at 2016’s portfolio review and investment strategy for the future.
This is the perfect time to sit down with your advisors to discuss your investment and estate planning goals to assure they are on track for you and your family. In that same vein, we can help business owners in evaluating long-term and short-term strategies to make the most of their years of dedication and growth – and be prepared when opportunity knocks. We have the pleasure of helping all kinds of clients realize their dreams every day.READ MORE
Regardless of who holds the office of President of the United States, it does not change the industries we monitor or companies we own within our clients’ portfolios. Emotions create a volatile barometer on which to base investment decisions. Ask yourself – Is my portfolio still producing what I need? Does my estate plan reflect my goals? If the answers are yes – take a deep breath and continue to enjoy the life you planned with the people who matter most. Our investment management and trust administration teams are here to support the goals that you have so carefully put into place.READ MORE
It’s true that there are many events domestically and globally that seem beyond our control, but there are steps that can be taken to help protect your assets. At The Trust Company, we hold to a proven investment philosophy and process by conducting our own independent research and selecting all investments in client portfolios. As a privately-held company, an important part of our culture is that we don’t recommend proprietary products or fee-based solutions, so we are not motivated to make changes to a client’s portfolio based on incentives, but to help them achieve their goals. We make every effort to prepare for the unexpected and follow a disciplined rationale that our clients find reassuring. So, if you are not already a member of The Trust Company family, we invite you to visit one of our offices and get better acquainted.READ MORE
As we quickly approach the end of 2018, please keep in mind both
Required Distributions and Gifting.
To ensure year end processing, we kindly ask that you have your requests to us by December 15, 2018.
Thank you and Happy Holidays!
Your Trust Company Team