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
Miami Today News "Brexit drama also playing out in South Florida" quotes Michael Unger, Assistant VP and Investment Officer at Coral Gables Trust Company.
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.
The extreme volatility that ended 2018 quickly faded away and calmer seas prevailed as we turned the calendar to 2019. Just like a phoenix rising from the ashes, so have the markets. The strongest return came from the technology heavy NASDAQ which led U.S. indices with a quarterly gain of +16.81%. The S&P 500 climbed +13.65% in the quarter, which marks the 11th time the broad index has gained more than 10% in a first quarter since 1950.
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.
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