Why Choose Us

SERVICE

We are committed to providing you with highly personalized financial planning and asset management service. We pledge to be responsive to your needs, constantly striving to exceed your expectations.

SECURITY

The safety and security of our clients’ assets is a critical aspect of our commitment to you. Preservation of principal while maximizing return is a primary objective for every client. The Florida Division of Banking and Finance examines our individual accounts on a periodic basis. Additional safeguarding of account assets is provided through an annual independent audit of our clients’ accounts. Investors’ Security Trust Company has exceeded the capital requirements mandated by Florida law. In addition, we have insurance that protects the capital of the company.

OBJECTIVITY

Investors’ Security Trust Company has eliminated many of the investment conflicts of interest inherent in the financial services business. Our financial planning approach utilizes objective investment management independent of any proprietary products, and we receive no commissions on any investment trades.

A TEAM APPROACH

We respect the relationship you have built with your CPA, attorney and other advisors. We welcome the opportunity to work closely with them to ensure all aspects of your financial plan are addressed and coordinated.

ON-LINE SERVICES

You may access your account from the comfort of your home with our secure Internet services.