News | Sanibel Captiva Trust

News

Asset Management Committee Meeting June 4, 2020

Posted on June 4, 2020

For the coming weeks, we have opened up our Thursday morning Asset Management Committee discussion for anyone who is interested in listening to our investment strategy and commentary on domestic and global economic trends. The replay for the Thursday,June 4, 2020 discussion is available here.

Not FDIC Insured | Investments involve risk and are not guaranteed. Full Disclaimers and Disclosures

Growth vs. Value During COVID-19

Posted on May 26, 2020

The fallout of the COVID-19 global pandemic on stock markets this year has been dramatic. The U.S. equity market (S&P 500) fell by more than 33% over the course of 23 trading days beginning in late February before ultimately rebounding to much higher levels. It has been interesting to observe how different segments of the broader stock market have performed in light of recent volatility. One of those being the substantial outperformance of growth stocks relative to value stocks – the continuation of a multi-year trend.

Value of Ancillary Documents

Posted on May 1, 2020

What do these documents all have in common?

– Advanced Medical Directives
– Health Care Power of Attorney
– Living Will
– Durable Power of Attorney
– Declaration of Preneed Guardian
– Health Insurance Portability and Accountability Act of 1996 (HIPPA)

Hackett Promoted to CFO at Sanibel Captiva Trust

Posted on April 14, 2020

S. Albert D. Hanser, Founder and Chairman of The Sanibel Captiva Trust Company and holding company SanCap Group, Inc., is pleased to announce the promotion of Nancy Hackett to Chief Financial Officer. Hackett has more than 25 years of experience in accounting and oversees all aspects of The Trust Company’s operating budget and applications, managing

Weigel Promoted at Sanibel Captiva Trust Co.

Posted on April 14, 2020

S. Albert D. Hanser, Founder and Chairman of The Sanibel Captiva Trust Company is pleased to announce the promotion of Beth Weigel to Chief Operations Officer. Weigel leads the client services team corporate-wide and supports the trust administration operation for The Sanibel Captiva Trust Company and its divisions of The Naples Trust Company and The

Hinrichs Joins Tampa Bay Trust

Posted on April 14, 2020

Michael R. Dreyer, President of The Tampa Bay Trust Company has announced the addition of Krista J. Hinrichs, Vice President, Wealth Services to the Belleair – Clearwater team. She joins client advocate, Harriett Bankston in serving clients and residents of this market. Hinrichs is an established Belleair resident and will be responsible for managing trust

McArthur Joins Tampa Bay Trust Co.

Posted on April 14, 2020

Michael R. Dreyer, President of The Tampa Bay Trust Company announced today the addition of James McArthur, Senior Vice President to the Family Office Services team. As an established resident of Belleair, McArthur will dedicate his expertise to coastal area families and business owners from the company’s new location on West Bay Drive, which will

Wise Use of Volatile Portfolio

Posted on April 7, 2020

The intense volatility we’ve experienced in the market certainly raises, for many of you, near-term issues of asset allocation, budgeting, and maintaining proper levels of income. The price declines also bring to the fore several tax and estate planning issues. For example, is it the right time to harvest capital gains? What do you do

SanCap Group Inc. Holds Annual Shareholders Meeting

Posted on March 27, 2020

Al Hanser, Founder and Chairman of The Sanibel Captiva Trust Company welcomed shareholders, board members, advisory board members and employees to the holding company’s 20th Annual SanCap Group Inc. Shareholders Meeting held by teleconference for the first time since its inception. Changes were made to the type of gathering for the well-being of all participants

Johnson Joins Sanibel Captiva Trust Board

Posted on March 26, 2020

Albert D. Hanser, Founder and Chairman of the Sanibel Captiva Trust Company has announced the appointment of Brian Johnson of Naples, FL to the Board of Directors of The Trust Company and the holding company, SanCap Group, Inc.® “Brian’s extensive background as a leader in the insurance industry is a tremendous asset to us on

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