Not so very long ago, a 20-year-old company would have been considered a “new” business, most particularly in the financial sector. Today, however, a financial institution that has had the same name, the same values, the same owners and management team, the same employees and many of its original clients and their families is a rarity.Caldwell Trust Company welcomed its first client on November 2, 1993 and, while we have grown astronomically since then, we hold fast to the core values upon which we were founded: to remain an independent trust company dedicated to providing the highest level of personalized service for you, our clients.
Our founder, Roland G. Caldwell Sr., stated our core values in the document titled “What We Believe”. He made this pledge to our clients and prospective clients when we opened our doors nearly two decades ago. We have honored those values ever since. It is with great pride and humility that we renew this pledge to you today.
We thank you for your confidence in Caldwell over the years and send you our best wishes for a peaceful, happy holiday and new year.
Caldwell Trust Company is an independent trust company with offices in Venice and Sarasota, Florida. The company offers a full range of fiduciary services to individuals, including services as trustee, custodian, investment adviser, financial manager and personal representative. Additionally, Caldwell manages 401(k) and 403(b) qualified retirement plans for employers.
