Sanibel Captiva Trust Company

Investment Services

Your portfolio is constructed using individual equities and fixed income investments. With the aim to meet your return objectives over the long term according to your risk tolerance, we build your equity portfolio from our monitored list of "best companies" in the following areas:

Portfolio Focus	Composition	Goal
Growth Equity appreciation	Large, mid & small cap companies	Above-average long-term
Equity Income appreciation	Large to mid cap companies	Income & moderate long-term
Large Core appreciation	Large cap companies	Above-average long-term
Small Company appreciation Growth	Small cap companies	Above-average long-term
Special Situations appreciation	Large cap companies	Above-average long-term

In order to moderate short-term equity market volatility and enhance the income stream of client portfolios, we look to use high quality fixed income securities and cash alternatives. We also use our in-house research skills to build and manage fixed income-only portfolios.