Investors’ Security Trust Company is the premier provider of investment, trust and estate management services in Southwest Florida. We deliver customized solutions to individuals, families, companies and foundations designed to grow, preserve and transfer wealth.  We build long lasting relationships by providing extraordinary service, expert advice and by keeping our clients' best interests in mind at all time. 

We’re all about trust.  We’re all about you.

 

The Investors' Security Trust Company Advantage

 

Extraordinary Service

We are seasoned experts in the fields of investment, trust and estate management with a proven track record in solving complex issues.  We are large enough to have the depth of knowledge and services our clients require, yet small enough to provide a uniquely personalized experience.

Local Management

We are locally owned and operated, providing clients with direct access to our entire team.  Our staff lives and works in Southwest Florida and is committed to supporting our local communities.  We are completely independent, giving us the ability to make decision quickly and decisively.

Strength and Security

We are regulated by the State of Florida and held to the highest operating standards.  We consistently receive the highest rating in our annual audits.  Our firm holds capital requirements in excess of those mandated by law.  We carry employee bond, errors and omissions and liability insurance.  All client assets are held by an independent third party. 

Objectivity

We are legally and ethically bound to the fiduciary standard and our clients' best interests are the driving force behind everything we do.  We have no proprietary or commission-based products and our open approach to portfolio construction allows us to search out best-in-class solutions for our clients. 

The Team Approach

We respect the relationship clients have built with their attorney, CPA and other advisors. We welcome the opportunity to work closely with them to ensure all aspects of our clients' wealth management plans are addressed and coordinated. 

 

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