Our Promise

Original board members.

As our founder wrote, “Standards for fiduciaries mandate a level of unwavering conduct, loyalty and personal integrity matched by few other disciplines in this changing and uncertain world.” This continues to be as true as the day it was penned. At Caldwell Trust Company, we strive to accommodate all of our clients’ financial needs—covering multiple aspects of life and business—to give them the reassurance that their futures are not only secure but also constantly thriving.

President and CEO Kelly Caldwell

We serve as an investment manager and trustee, allocating our clients’ assets into stocks, bonds and other investments. For larger accounts, we routinely become the family “quarterback”, working as advisers for all investment and business matters. We focus on employee retirement plans, offering comprehensive trust services for businesses and organizations. For our shareholders, we provide sustainable returns and liquidity to ensure our independence.