Investment Management

Investment Management

Male Financial Advisor wearing a suit and glasses standing up working on his tablet Investment Management Technology

INVESTMENT MANAGEMENT TECHNOLOGY

The Coral Gables Trust Company investment philosophy is derived from a Unified Managed Account (UMA). This approach allows the company to manage client portfolios containing multiple managers in a single account while eliminating the inefficiencies associated with separately managed accounts.

 

Investment Manager holding a tablet working on client investment portfolios.

INVESTMENT MANAGER RESEARCH PROCESS

Through its open-architecture partnership, the firm has access to several hundred fully researched investment manager solutions that can be used within client portfolios. The approved managers are selected based on a thorough qualitative and quantitative research process that is designed to illustrate the long-term value creation of each manager within their respective mandate.

 

Retired couple sitting at home going through their finances and investment management services

INVESTMENT MANAGEMENT SERVICES

Coral Gables Trust Company manages diversified portfolios for high-net worth individuals, families and complex fiduciary situations that include irrevocable trusts, revocable trusts, guardianships, special needs trusts, charitable trusts, foundations and endowments.