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Investment Management, Custody & Escrow Services

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For more information, please contact the Trust Services team directly at 813-998-2720. 

Investment Management

Our Trust Department has been built on developing personal relationships to understand our clients’ financial goals and objectives. We work closely with you, as a member of your advisory team, to achieve comprehensive wealth management. 

Our Services

  • Dedicated local Trust Officer assigned to each account

  • Customized portfolios tailored to the unique needs of each client

  • Design and implementation of investment strategies

  • Asset allocation based on risk assessment

  • Online access to account information

  • Quarterly reviews performed and meetings as requested

Custody Services

We will handle collections and disbursements, issue transaction statements, keep asset ledgers and provide safekeeping for your securities. We automatically invest cash balances daily in money market funds to maximize earning on your investments. We also provide timely monthly statements and online access to your account for informational purposes.

Escrow Services

We provide escrow agent services for various commercial transactions to provide a specific corporate solution when needing options to minimize risk.


We do not practice law, draft legal documents or provide legal advice. Acting as an unbiased third party, we will interpret legal documents and apply relevant Trust law to follow your intent and properly and efficiently execute your trust and estate plan.

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not a Bank Deposit Not Insured by Any Federal Government Agency