S. Albert D. Hanser, Founder and Chairman of The Sanibel Captiva Trust Company is pleased to announce that the company’s assets under management has surpassed the $3 billion mark. Founded in 2001 on Sanibel Island, the company began with a dedicated team of 4 people and $5 million in capital to establish its standing as a trust company in the State of Florida.
Just two years ago, the company’s assets under management were at $2.4 billion and today stand at $3.2 billion with 50 employees and more than 400 client relationships. “This milestone is a testament to our investment strategy and culture,” said Hanser, “demonstrating that purchasing strong proven companies and keeping a cool head during volatility, yields sensible growth and wealth preservation.”
CEO, Terence M. Igo also attributes their success to upholding the company’s motto of “Always do the right thing.” “We founded the company on dedicating ourselves to learning what clients truly need in order to reach the financial and estate planning goals for them and their families, while assuring they can count on us for sound fiduciary advice and action on their behalf,” he said. He went on to thank their clientele and board of directors who have maintained their long-standing relationships and confidence in The Trust Company and its team.
The Sanibel Captiva Trust Company is an independent trust company with $3.2 billion in assets under management that provides family office and wealth management services, including investment management, trust administration and financial counsel to high-net-worth individuals, families, businesses, foundations and endowments. Founded in 2001 as a state-chartered independent trust company, the firm is focused on wealth management services that are absolute-return oriented and performance driven. Each portfolio is separately managed and customized specifically to the client’s yield and cash-flow requirements. The Naples Trust Company and The Tampa Bay Trust Company are divisions of The Sanibel Captiva Trust Company. Offices in Sanibel-Captiva, Naples, Marco Island, Tampa, Belleair Bluffs-Clearwater and Tarpon Springs. www.sancaptrustco.com
