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Trust & Wealth Management

 

For more than 50 years, Coconut Grove Bank’s Trust & Wealth Management division has provided the highest level of care for businesses, individuals, families, endowments and foundations. At Coconut Grove Bank we utilize the Next Generation of Investment Management known as Unified Overlay Management, which is a new approach to managing client’s equity portfolios. Unified Overlay Management gives us the ability to bring you what today’s investor is looking for -- access to world class money managers, real customization of your portfolio, all in a single account. 

Contact us for a Complimentary Estate Planning Checkup and Investment Portfolio Review.
(305) 858.6666

2014 Newsletters
February
April


World Class Money Managers
Our Unified Overlay Management Program utilizes some of the premier money managers in the country. These managers were carefully selected based on objective, rigorous criteria in search of managers that have the characteristics to deliver consistent, long-term performance.

We’ll work with you to determine the asset allocation and money managers that make sense for your objectives. Our approach is based on proven principles of investment management designed to produce well-diversified portfolios and competitive risk-adjusted returns.

Real Customization of Your Portfolio
Our aim is to design a portfolio that is optimal for you the client. We work with you in developing a program that will support a deep level of customization in your portfolio that reflects your unique preferences and circumstances.

For more information on Overlay Management, .

 Our Services Include:

  • Wealth Management Consulting
  • Custom Investment Management Programs
  • IRA, Profit Sharing, and Pension Plan Investment Management Services
  • Personal Trusts
  • Special Needs Trusts
  • Guardianship Services
  • Charitable Trusts
  • Estate Settlements 

You should review your estate plan:

  • After a major life event.
  • As there are changes in the economy and tax code.
  • After a change in marital status.
  • If a family member has become ill, incapacitated, or passed away.

 

These products are not deposits, not FDIC insured, not insured by any federal government agency, not guaranteed by the bank and may go down in value. Clients of Coconut Grove Bank and their affiliates should consult with their legal and tax advisors prior to entering into any financial transaction or estate plan.

 

Wise Beyond Our Years. Since 1926.
305.858.6666