Our Advantage

Our Advantage

Coral Gables Trust

Coral Gables Trust Company is active and in good standing with both the State of Florida Office of Corporations and the Florida Office of Financial Regulation. Also, please note that Coral Gables Trust Company utilizes a corporate custodian. This custodian is one of the largest, best-known and most highly regarded corporate custodians in the business.  In other words, your investment holdings managed by Coral Gables Trust Company will be held in your name on the custodian's custody platform. This should give your organization a very strong sense of security with respect to your investment holdings. To view, download and print additional information regarding Coral Gables Trust Company's Safety, Procedure and Oversight, click here.


Our Advantages

Independent Fiduciary

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

Instead, we make our 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, via email, via telephone and in writing (personal letters addressed to you.)

At Coral Gables Trust Company 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

• A private visit from our investment team

• Private calls on market updates

• Periodic informative newsletters

"Open Architecture"
- A sign of the times.

While rate of return is important, Coral Gables Trust Company 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.

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