Investors' Security Trust Company

Location:

5246 Red Cedar DriveFort MyersFlorida33907United States View Map

Revenue:

$3 Million

Employees:

30

SIC Codes:

6211

Phone:

(239) 267-6655

Fax:

(239) 267-6553
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Description:

Our Commitment To The Client: Our overriding mission at Investors' Security Trust Company is to serve the financial needs of each client. Above all, we believe our client's interests and financial well-being come first. Our Staff: At Investors' Security Trust Company, we believe our most important asset is our employees. With generational roots in Southwest Florida dating back to the 1800's, we have a deep and abiding commitment to our local community. Our staff of professionals has worked together for over 30 years, establishing a proven track record of effectively meeting the financial needs of clients in Southwest Florida. Our Services: Another primary goal of Investors' Security Trust Company is to build long-term customer relationships that span multiple generations of a family. As an organization, we focus on service, delivering prompt and informed trust and investment decisions to our clients. Our services range from trust and estate administration to personalized portfolio management. We work closely with our client's outside advisors, including attorneys and tax professionals. Through the trusted relationships we maintain with local banking institutions, we provide clients with a full range of fiduciary services and will tailor investment solutions to meet our client's specific needs. Our Experience: Combined, our staff of professionals has over 150 years of experience in the fields of banking, trust and investment services. Specializing in estate, trust planning, administration, and portfolio management, we are recognized as leaders in our fields. Our staff is uniquely qualified to deliver state-of-the-art estate, trust and investment management services. Our Objectivity: As an independent, locally owned organization, Investors' Security Trust Company will always provide objective advice. Since we have no proprietary investment products, our open approach to portfolio construction allows us to search out "best-in-class" solutions for our clients. Our Independence: A fundamental long-term goal of Investors' Security Trust Company is to remain independent. This ensures that our founding principals and mission statement will remain intact. We believe this fosters the development of long-term multigenerational relationships with our clients. Our Discipline: Serving as a corporate fiduciary, Investors' Security Trust Company makes decisions in a disciplined, objective environment that considers not only our client's objectives, but also applicable State and Federal laws. In delivering investment management services, our overriding goal is to provide clients with a comprehensive, personalized investment program, adopting a philosophy based on sound economic and financial principles. Short-term market conditions must be considered in the management of a portfolio. However, the decision-making process will focus principally on long-term investment results, risk management and expense control. Our Fee Structure: As an independent trust company, we are not burdened with the overhead typical of a large bank, where often, less profitable lines of business are subsidized by more productive departments, such as trust and investment management. Therefore, we are able to price our services very competitively. Our Board Of Directors: The organizers of Investors' Security Trust Company have assembled an exceptional Board of Directors, including a highly respected and globally recognized economist; a board certified estate planning attorney; certified public accountants, and local business professionals. These individuals provide valuable insight to our staff as to both local and national market conditions.

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