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09/20/18

Last summer, Fidelity Investments became the first financial company to offer no-fee index mutual funds, and quickly attracted about $1 billion into two portfolios. This has several implications for wealth management companies, and for investors.
 

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  • 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

    Office: 786.497.1212
    Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
     

    Richard DeNapoli, J.D., LL.M.,CFP®
    Chief Trust Officer
    Fiduciary Counsel

    Office: 786.497.1216
    Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

  • John Harris
    Managing Director
    Office: 305.443.2544
    Cell: 954.864.9441
    Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

    Mason Williams
    Chief Investment Officer

    Office: 786.497.1214
    Email: This email address is being protected from spambots. You need JavaScript enabled to view it.