Coral Gables Trust Company (CGTC) is the largest independent and privately held trust company headquartered in South Florida with $1.4 billion of assets under management, and a leading provider of Wealth Management, Trust and Financial Planning services throughout the State.
Founded in 2004 as a locally owned and operated independent trust company, CGTC services clients with assets ranging from $500,000 to more than $50 million -- inclusive of affluent individuals and families, small to medium sized companies, foundations, and pension and endowment funds.
Devoted toward putting our clients’ interest first, CGTC strives to provide conflict-free services, personalized advice, open-architecture (no proprietary products), and asset based fees.
James W. Davidson
Chairman & CEO
Chief Investment Officer
In the news
The second quarter had its fair share of volatility due to news events on tariffs and intensifying trade disputes, but thanks to a strong showing in June, the market continues to shrug off these concerns and post record highs. The S&P 500 returned +4.30% for the quarter and is higher by +18.54% YTD, making it the best first half return in twenty-two years.
London-based HSBC Holdings, which has a significant presence in South Florida, re-assured investors on a recent conference call that it has a contingency plan in place for when and if Brexit eventually happens, he said.
How about that big bitcoin spike? Or those media retrospectives on high-tech stocks that have multiplied 300 times? Don't dwell on them. "Stay diversified no matter what your neighbor is doing," says Mason Williams, chief investment officer of Coral Gables Trust Co.