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What are the Advantages of Working with a Local Investment Manager?

by Caldwell Trust

Your finances are more than just numbers in a computer or on a ledger. They help ensure you and your family's well-being at present and in the future.  Many people may not have the time or inclination to navigate the complicated world of finance on their own, so they seek help from a local financial adviser or trust company.


There are many large national companies that provide online financial information to assist you, but there are many benefits to finding a truly local expert to work with.


Related Blog:  The Role of a Fiduciary Advisor


1. Objective Advice

Certain corporations are incentivized to sell you products that their employer offers such as annuities or mutual funds.  These products may have large underlying fees which may not be in your best interest.   Caldwell is a trust company, thus our primary duty is to provide advice that is in your client’s best interest, not ours.


2. Consistent, Dependable, Service

Caldwell Trust Company has been in our community for over 26 years.  Our Officers bring a wealth of knowledge about the Sarasota and Manatee County Communities having lived in them for many, many years.  So not only can you expect to work with Caldwell for many years in the future, we can also provide you with recommendations for other professions such as an Attorney, CPA, Doctor or Specialist.


3. A Well-Rounded Approach to Your Finances

Caldwell’s services are not only about Investment Management.  They also encompass estate and tax planning.  Caldwell works with our client’s CPA and Attorney to ensure we have a full and complete understanding of your finances, your family and your future goals.


4. You Are an Active Participant in Your Investment Plan

Your goals for yourself and your family are critical to establishing the proper investment portfolio for the present and into the future.  This is an ever evolving plan which will be accomplished by regular communication with you.  You are an active participant as to the level of risk you are willing to take and we will implement the plan you have outlined. 


5. In-Person Relationship

In the end, the relationship you have with Caldwell is something that can’t be duplicated by other firms.  Our management is local, our employees are local and our families are local.  Our business, community and lifestyle is just as important to us as it is to you and your family.   If you want to build a long-term relationship with an adviser that you know and trust, then choose a local financial advisor such as Caldwell Trust Company to work with you. 

Caldwell Trust Company is a Sarasota, Florida company that offers a variety of financial services to our community. If you are looking for an advisor with that local touch that takes true pride in their community, contact us to find out more.


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Trusts & Estate Planning