A S P E C I A L B R A N D S T O R Y M A R K E T I N G F E AT U R E | A S S E E N I N S R Q M A G A Z I N E | D E C E M B E R 2 0 2 0
Left: Personal service; right: Company retreat with staff, board and spouses.
Our Community Our services go far beyond the office. We are also honored to contribute to our local community. Members of our staff are currently active in the Rotary and Sertoma service organizations, and they hold seats on the boards of organizations designed to help children, adults and families in need. “This is where we live. Everyone who works here lives in this community. It’s where our kids go to school. So why wouldn’t we want to make it a better place?,” Miller says. Since 2000, Caldwell Trust Company has increased its community contributions by 490 percent. We are involved in such initiatives as the Boys & Girls Clubs of Sarasota County, Easterseals, Mote Marine Laboratory & Aquarium, South County YMCA, the Suncoast Foundation for the Handicapped, Tidewell Hospice and others. We appreciate the opportunity to give back to the community that has given us so much.
Our Heritage Founded in 1993, Caldwell Trust Company is an independent trust company with more than 25 years of investment experience and $1.2 billion dollars in assets under management. We’re still right here. Same locations, same ownership, same management, same values as you. We are known for personalized service that safeguards client assets while maximizing investment return. We offer a full range of fiduciary services to individuals including serving as trustee,custodian and investment advisor, financial manager, and personal representative. Additionally, Caldwell offers 401(k) and 403(b) qualified retirement plans to companies.
Current Sarasota Office: 1561 Main St. Sarasota, FL 34236
Venice Office Corporate Headquarters: 1400 Center Rd. Venice, FL 34292 941-493-3600
C T R U S T. C O M
Future Sarasota Office: 27 S. Orange Ave. Sarasota, FL 34236 941-926-9336
