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Hear from a few of our clients and board members about their Trust Company experience.
How Wealth Management Used to Be
My husband and I have been so impressed with the personal level of care the Trust Company team gives to us and every client, and the dedication of their portfolio managers, fiduciary team, and client service advocates – it took us back to how wealth management used to be. We became clients not long after I joined the company to become President of their Naples operation. Since then, I’ve retired and moved on to their board of directors. They provide a personal connection with a real person to answer the phone and listen to our questions and concerns. Our team members are just a phone call away or available for an in-person meeting right here where we live and have an outstanding investment strategy. I recommend this company to my friends regularly, because I care about them and want them to have the same experience.
Pleased to Have Them as Our Friends
The Trust Company is a high-performance organization with a talented and engaging staff. They provide us with excellent investment results, timely and accurate reporting, and a full array of professional and family services on an as-needed basis. My wife Kathy and I are pleased to have them as our friends, investment managers, and fiduciaries.
A Unique Approach to Client Service
As a client and a board member, I see a strong consistency between the outward image of our Trust Company and what happens behind the scenes to honor and serve our clients. After a career in financial services, I was intrigued to meet a firm that takes a unique approach to serving clients. I found a team of talented professionals assigned to each relationship, with an individualized approach based on first getting to know the client’s situation, financial objectives, and family.
A key attribute is that The Trust Company is not a bank, but a well-capitalized, properly regulated, private trust company chartered in the State of Florida. Its mission is strictly focused on serving clients through its fiduciary, investment management, family office and planning services.
I find the culture to be distinguishable, and right for my family’s financial well-being and future plans.
Always Do the Right Thing
“The Trust Company’s culture is rooted in Founder, Al Hanser’s operational mantra to our team members: “Always do the right thing.” That simple mantra guides our professionals as they attempt each day to serve our clients with care and great personal loyalty. It gives me confidence that my family will be well taken care of after I’m gone.”
Largest Independent Trust Company in Florida
The Sanibel Captiva Trust Company has grown by delivering exceptional attention to customer service and superior financial results. My family and I feel confident with their care and responsiveness.
It’s a Win-Win Situation
We all look for “win-win” situations. Over the years I have found that being associated with The Sanibel Captiva Trust Company is a winning situation for all involved. The Trust Company provides many services and financial results on par with or superior to its peers. They also participate in so many acts of philanthropy, making life better in the communities they serve.
Here When You Need Them
“My family and I have been satisfied clients of the Trust Company for almost 20 years. Investment results have been excellent, but what sets the Trust Company apart are its caring, thoughtful people. They listen, understand our entire situation, and help. They are their there for my family now, and I know they will be there when I am gone.”