VENICE, FL – Caldwell Trust Company has upgraded its website at www.ctrust.com to provide its clients with a breadth of financial information in an attractive, user-friendly interface, according to R. G. “Kelly” Caldwell, Jr., CEO and president.
“Our new website emphasizes our philosophy of service: Personal, Traditional, Independent,” Caldwell says. “Because we manage money for others, the demands on us are unlike those of any other profession. Our clients and potential customers expect a level of unwavering conduct, loyalty and personal integrity, which we proudly deliver with quiet dignity and understated elegance. Our website design reflects this commitment. At the same time, it provides a broad array of practical financial information and related resources in one easy location.”
The website presents a brief introduction to each of Caldwell Trust Company’s three key capabilities: trust services and estate planning; investment management; and retirement plan services. In addition, it includes access to Caldwell’s library, which contains all of the company’s newsletters, investment letters and special reports.
Within a single website, Caldwell Trust Company presents a plethora of resources, with the Dow Jones Industrial Average and S&P 500 Index prominently displayed on its Market Watch page. Other links provide a connection with some government agencies (Securities and Exchange Commission, Social Security Administration and Department of Veterans Affairs); a glossary of financial terms; ready access to leading market media (e.g., New York Stock Exchange, NASDAQ, Kiplinger Report, Bloomberg Report); calculators (e.g., savings calculators, retirement calculator); and a policy outlook, with up-to-date discussions on the monetary policy of the Federal Reserve System; White House Council of Economic Advisors, Congressional Budget Office, International Monetary Fund and the Laffer Center).
Caldwell Trust Company is an independent trust company with offices in Venice and Sarasota, Florida. Established in 1993, the firm currently manages over $500 million in assets for clients throughout the United States. The company offers a full range of fiduciary services to individuals including services as trustee, custodian, investment advisor, financial manager and personal representative. Additionally, Caldwell manages 401(k) and 403(b) qualified retirement plans for employers.
To learn more about Caldwell Trust Company, visit www.ctrust.com, email info@ctrust.com or phone 941.493.3600 (Venice), 941.926.9336 (Sarasota) or toll-free at 800.338.9476.
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Caldwell Trust Company was founded in November of 1993 to provide personal, traditional and independent trust services.
Sarasota Office
941-926-9336
27 South Orange Avenue
Sarasota, Florida 34236
Venice Office
Corporate Headquarters
941-493-3600
1400 Center Road
Venice, Florida 34292