Investment Management - Coral Gables Trust Company
Investment Management

Investment Management

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


The Coral Gables Trust 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.


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


Coral Gables Trust 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.



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