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The Caldwell Trust Company Blog

Why Good Policies Lead to Better Market Returns

Posted by Kelly Caldwell

“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness”  just about sums up what Washington, collectlively, is doing today. 

The occasions were a media breakfast on March 8 and meetings among Caldwell officers and Dr. Arthur B. Laffer, the father of supply-side economics and longtime consultant to Caldwell Trust Company.

At the breakfast, I told reporters that we are extremely focused on policies, not politics.  A fiduciary money manager can’t control what happens in Washington, but we do have to manage investments in keeping with the resulting policies, and Art Laffer tells us the consequences of those policies.  So don’t get bogged down in politics; focus on the policies.

I then introduced Timothy J. Videnka, Caldwell’s vice president of investments, who said, “We hold ourselves out to the community with the words ‘Personal, Traditional, Independent.’  Here is why independence matters:  We scan the universe of investment providers and choose the best, and Dr. Laffer is one of the best in the field of economics.”

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Topics: Investments

Caldwell Trust Co, Walmart, FHFH find unique way to feed the hungry

Posted by Kelly Caldwell

Farmers and Hunters Feeding the Hungry (FHFH) is a unique organization that processes deer donated by hunters, then distributes the meat to the hungry.  The food is free to FHFH, which calls itself the “Venison Feeding Ministry,” but there is still a cost to process the deer.  That’s where the Walmart Foundation and Caldwell come in.   

Walmart has made a $2 billion commitment through 2015 for hunger relief in the United States, including Hunger Outreach Grants of $1,000 to support local hunger organizations in the communities it serves.  Through the FHFH Gulf Coast Chapter, me, my wife Melissa, and Gary and Missy Plum of Palmetto were awarded four grants of $1,000 each from Sam’s Club, 300 N. Cattlemen Rd., Sarasota; and Walmart stores at 4381 Cattlemen Rd., Sarasota; 6225 E. State River Road 64, Bradenton; and 13140 S. Tamiami Trail, Osprey.  If you know any hunters with venison to donate, please ask them to contact me, kelly@ctrusat.com or Gary and Missy Plum at FHFH Gulf Coast Chapter, 941.725.1991, or SuncoastFHFH@gmail.com.  They can help to feed a hungry family and it won’t cost them a cent.

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Topics: Caldwell Cares

How to Guide Company Growth: James Gabbert of Caldwell Trust Company

Posted by Kelly Caldwell

James F. Gabbert, board chair of Caldwell Trust Company, was very clear about his agenda for Caldwell in 2008.  His goal is to make the company stronger and grow our business base.

As the leader of our board, Jim has been instrumental in guiding our growth to over $500 million in assets under management.  He shares our vision and provides the ability to help us achieve it.  His strong business sense and his guidance with our strategic planning have been invaluable in helping us to reach our goals.

The company’s growth is measured not only in assets but in staffing and other resources.  Caldwell had five trust officers, a retirement plan specialist and three people in operations to oversee $407 million in assets under management. Now Caldwell has eight trust officers – one who also serves as in-house legal resource – a retirement plan specialist, a vice-president of investments, a marketing manager and three people in operations. 

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Topics: Corporate



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