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
Ensuring our finances are well-organized and protected is not always top of mind during this hectic time: Do you have an emergency fund? Do you have adequate insurance on your home and businesses? Are your documents protected?
When fees pass those amounts, or commissions run high, it's time to take a closer look at your arrangement. Another danger sign: lack of transparency in how an advisor constructs a portfolio, says Mason Williams, chief investment officer at Coral Gables Trust in Florida.
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.