The Sanibel Captiva Trust Company announces their “2023 Economic Outlook” luncheon program on Thursday, Jan. 26 at 11:30 a.m. at Broadway Palm Dinner Theater, 1380 Colonial Blvd., Fort Myers.
At the event, members of The Trust Company’s Investment Management Team will provide a global economic overview and discuss investment strategies for 2023. “Now that the Trust Company has added a Fort Myers location, our entire team is excited to be holding our first Economic Outlook for both Fort Myers and island residents in the area,” said Founder and Chairman S. Albert D. Hanser. “Since we started in 2001, we have provided quality independent wealth management services to protect, grow and perpetuate the assets of our clients and their families.”
The presentation includes:
- Welcome and introductions by S. Albert D. Hanser, founder and chairman
- Presentations by Craig. J. Holston, executive vice president, senior portfolio manager; Edwin C. Ciskowski, CPA, senior vice president, senior portfolio manager; Gary W. Dyer, CFA, senior vice president, senior portfolio manager
- Closing remarks by Jeffrey A. Muddell, CFP, Sanibel market president and Megan Marquardt, CFP, CTFA, Wealth Service Advisor
Seating is limited, and reservations are required. The program is intended for guests with $2 million in investible assets and higher. Contact Frances Steger at firstname.lastname@example.org or call 239-472-8300.
About The Sanibel Captiva Trust Company
The Sanibel Captiva Trust Company is an independent trust company with $3.6 billion in assets under management that provides Family Office and Wealth Management Services, including investment management, trust administration and financial counsel to high-net-worth individuals, families, businesses, foundations and endowments. Founded in 2001 as a state-chartered independent trust company, the firm is focused on wealth management services that are absolute-return oriented and performance driven. Each portfolio is separately managed and customized specifically to the client’s yield and cash-flow requirements. The Naples Trust Company and The Tampa Bay Trust Company are divisions of The Sanibel Captiva Trust Company. Offices are located in Sanibel, Fort Myers, Naples, Marco Island, Tampa, Belleair Bluffs and Tarpon Springs. For information, visit sancaptrustco.com