At Caldwell Trust Company we’re delighted to be different. For the past twenty-five years we’ve provided our clients with a reliable antidote to the confusion. After learning your personal needs and wishes we carry them out quietly and unobtrusively. We put you on solid ground, bringing you the benefits without the bother. Our superb staff replaces those troublesome intrusions with peace of mind.
Our record of successfully serving our clients is the reason we’ve survived, thrived, and continued to grow for a quarter of a century. We’ve expanded through a controlled, carefully planned strategy that will carry us into the next twenty-five years. As we grow, our challenge is to remain true to our family-focused culture.
At Caldwell Trust Company we’re delighted to be different. For the past twenty-five years we’ve provided our clients with a reliable antidote to the confusion. After learning your personal needs and wishes we carry them out quietly and unobtrusively. We put you on solid ground, bringing you the benefits without the bother. Our superb staff replaces those troublesome intrusions with peace of mind.
Our record of successfully serving our clients is the reason we’ve survived, thrived, and continued to grow for a quarter of a century. We’ve expanded through a controlled, carefully planned strategy that will carry us into the next twenty-five years. As we grow, our challenge is to remain true to our family-focused culture.
That culture was established by my father, Roland G. Caldwell, who formalized his sought-after consulting services in the 1970s by establishing Caldwell & Co., an advisory firm providing investment guidance for the trust industry. By the late 1980s he was the author of a respected investment newsletter and also a trust consultant for a major Venice bank. Dad saw the departure of profit-driven trust departments and banks, leaving a trail of stranded clients behind. He decided to form a trust company with an exclusive focus on clients and families. I was pleased to join him.
Roland established a small founding team (Herbert S. Howes, Jack Meyerhoff, Lloyd E. O’Meara, and myself) and a founding board (Dad, Samuel Booth, Edmund Campbell, Jr., Howes, Meyerhoff, and O’Meara). Only my father and I remain from these pioneers, but the continuing success of our company attests to the wisdom and prescience of these founders and a handful of others including Edrise Sievers and Lee Burns. Together they wrote a charter application that the state of Florida approved on November 1, 1993. We signed our first client the next day and have carefully guided the company’s growth ever since.
Drawing on the talents of our staff we’ve developed a “road map,” a strategy based on a consensus approach to excellence that guides our decisions as we move forward. The members of our very stable board of directors also steers our course. In addition, we continue to upgrade our proprietary software, a major element in our success that provides cost-effective transactions and 24/7 portfolio access for clients. Finally, we continue our strong commitment to our community and will continue those endeavors. We’re thankful we have the opportunity to continue to strengthen our community and its families.
Caldwell Trust Company intends to remain a privately owned, independent business that provides personal, traditional services to clients around the country from our southwest Florida offices. As a chartered private trustee, we’re a true fiduciary. That’s all we do. We don’t sell products or get otherwise sidetracked. We keep our emphasis on families: client families and our staff as family. We can serve you as a custodian and investment adviser, a financial manager, a trustee, personal representative and corporate guardian. In simplest terms, we’re your dependable, stable financial quarterback.
Thank you for helping us to reach our 25-year mark. Come with us for the next 25!
R.G. "Kelly" Caldwell, Jr.
CEO, President and Senior Trust Officer