News

Asset Management Committee Meeting May 4, 2023

Posted on May 5, 2023

The replay link for the Thursday, May 4, 2023 discussion is available.

Please CLICK HERE to view the replay.

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

The Family Business is Selling… What’s Next?

Posted on May 3, 2023

The time has come, and you’ve decided to sell the business. Congratulations! Your ideas, inspiration, and many years of perspiration have paid off. But wait, what do you do now with your time, talent, and money? Planning for life after closing is as important as preparing for and navigating the sale process itself. If you’ve

Investing – History Repeats Itself

Posted on February 23, 2023

If history is a predictor of the future, I have a lot to share. Starting as a clerk on the floor of the New York Stock Exchange (NYSE) in 1959, I have witnessed numerous market cycles up close. The bull and bear markets of the 1960s. The devastating 1972-74 bear market. The 1987 crash that

2023 Economic Outlook: ‘Slow and steady wins the race’

Posted on February 17, 2023

The Sanibel Captiva Trust Company’s Investment Management Team recently held their 2023 Economic Outlook events throughout Tampa Bay, Fort Myers and Naples that offered a global economic overview and investment strategies worth considering in the new year for clients and friends. Click here to watch the presentation. At the Fort Myers event, Founder and Chairman

2023 Investor Strategy

Posted on January 25, 2023

The recurring narrative in U.S. equity markets this year has been ‘expect more volatility,’ and the third quarter showed markets continue to read from the same script. U.S. equity markets experienced a nice rally from the market lows in June only to give back some of those gains late in the quarter. Why? Market participants are coming to terms with stubbornly high price inflation and the U.S. Federal Reserve Board’s determination to dampen it through interest rate increases.

2023 Sanibel Captiva Trust Company Speaker Series
(In Fort Myers)

Posted on January 4, 2023

Please join us for thought-provoking and energizing programs, covering relevant information on economics and investing to estate planning and lifestyle trends. Three of four events will be held at THE EVENT CENTER | 1901 Brantley Road, Suite 7 | Fort Myers 9:30 AM Continental Breakfast | 10:00 AM Program Tuesday, January 31 – EVENT CENTER

2023 NAPLES TRUST COMPANY SPEAKER SERIES

Posted on December 19, 2022

Please join us for thought-provoking programs covering information on economics and investing to estate planning and lifestyle trends. First three events will be held at TIBURON GOLF CLUB, Melbourne Room (Main Clubhouse) | 2620 Tiburon Drive | Naples 9:30 AM Continental Breakfast | 10:00 AM Program Tuesday, January 31 – TIBURON THE PAST, PRESENT AND

Sanibel Captiva Trust Leases Permanent Space at Bell Tower

Posted on November 18, 2022

While The Sanibel Captiva Trust Company remains committed to the rebuilding of and return to its namesake islands, the firm has secured a permanent new office in Fort Myers to serve its clients from Sanibel, Captiva, Fort Myers, and throughout Lee County.

Chiklakis Named Trust Officer at Sanibel Captiva Trust

Posted on November 8, 2022

The Sanibel Captiva Trust Company is pleased to announce the addition of Jason Chiklakis as Vice President and Trust Officer. Chiklakis is responsible for managing individual and family client relationships, coordinating efforts with internal team members and external advisors to provide the most effective trust and investment services aligned with client goals.

Anderson Promoted at Naples Trust Company

Posted on November 8, 2022

The Naples Trust Company has announced the promotion of Robyn Anderson, Estate Administrator to Senior Vice President, Manager of Client Services and Trust Operations for the Naples office. Anderson and her team assist clients with an array of services including private wealth trust services, account openings, cash transfers and execute on estate administration and estate