Mission Statement

The organizers of Investors' Security Trust Company recognized the strong need for a locally owned and managed trust company in Southwest Florida. The large regional banks, most headquartered out-of-state, continue to consolidate their activities with the objective of reducing staff. This has resulted in the defection and termination of key employees who have maintained long-term personal relationships with their customers.

More and more decisions affecting individual trusts and investments are made in offices not accessible to the customer. Many customers have become disenchanted when they learn their account has been assigned to a “1-800” service center staffed by individuals who have not met the customer and know little or nothing of their individual needs and circumstances. The result is a disconnect between the service provider and the client. The organizers of Investors' Security Trust believe that large regional banks have negatively impacted the customer, with ever decreasing levels of service and ever increasing levels of fees.

We have observed two decades of mergers and acquisitions in the banking industry, where customers are continually faced with the uncertainty and confusion that comes with name changes and staff turnover. Investors' Security Trust Company has adopted the long-term goal of remaining independent, thereby providing a high level of consistency in both staff and service levels. The objective of this policy is to develop an environment to foster relationships that span multiple generations of our client’s families.

Investors' Security Trust Company was created in response to the demand for a locally managed, client oriented trust company. Unburdened by corporate incentives to market their own underwriting, banking product lines or performance quotas, the Company will simply be an objective provider of trust services.