Independent Fiduciary

Coral Gables Trust is free of any obligation to promote or select proprietary mutual funds or investment products.

Instead, we make recommendations tailored to your risk profile, based on our own rigorous research and screening of investment fund managers.

Attentive & Proactive

As financial advisors, we communicate regularly with you using preferred means— in person, with email, via telephone, and in writing (personal letters addressed to you.)

At Coral Gables Trust you have direct-line access to our leadership and senior management. No call centers. No intermediate advisor. Just superb client relations.

Scheduled communications on your terms include:
• Quarterly investment reviews
• Our investment team private visit
• Private calls on market updates
• Periodic informative newsletters

"Open Architecture"
- A sign of the times.

While rate of return is important,  Coral Gables Trust emphasizes other factors for the protection of your wealth and responsible investing such as; risk profile, fees, and staff turnover.

For this reason, we screen the top institutional managers around the world to continue protecting and growing your wealth and trust investments with an appropriate risk/reward balance.