CLIENT NOTICES

 

We at Coral Gables Trust constantly seek to increase the value our investment advisors and trust and estate team deliver to you. In that spirit, our firm has chosen to expand our services and intend to upgrade our custody and statement processing platform to provide you with the highest level of service.

We have conducted extensive research over the past several months to identify a premium custody and statement processing platform. After careful dialogue, planning and preparation, our firm intends to upgrade our platform to Schwab Performance Technology and Charles Schwab & Co.*, Inc. as of August 1, 2010.

We will make this transition as seamless as possible for you. Throughout the next few weeks you will be receiving additional information about these exciting enhancements and other matters of interest to you related to our relationship with Charles Schwab.

We are delighted to be able to deliver high quality investment management and trust services to you. Should you have any questions, please feel free to contact us at 786.497.1212 between the business hours of 9:00am to 5:00pm Monday through Friday excluding holidays.

 
 

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Coral Gables Trust
255 Alhambra Circle, Suite 333
Coral Gables, Florida 33134
T 786.497.1212  F 786.497.1217