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
FINANCIAL ADVISORS HELP investors untangle the knot of their financial lives. They help clients draw a line from where they are today to where they want to be and then provide financial guidance to get them there. Financial advisors can be a significant part of their clients' entire lives.
Volatility quickly emerged in the fourth quarter due to continued trade disputes, confusing Fed messaging and signs of a global slowdown. The S&P 500 returned -13.5% for the quarter and closed out the year with a -4.4% loss. The technology heavy NASDAQ, which fueled the market gains in the beginning of the year, abruptly declined in the fourth quarter with a loss of -16.84% and was lower by -0.29% in 2018.
Coral Gables Trust Company (CGTC), the largest independent and privately held trust company headquartered in South Florida with over $1.4 billion in assets under management, is pleased to announce the addition of Michael Unger, Assistant Vice President and Investment Officer, to its seasoned financial team.