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With a comprehensive and disciplined approach to financial and estate planning and investment management, we always strive to tailor a long-term plan to fit the needs of our clients. Because, when it comes to what matters the most, we’re there for you every step of the way.

Our Difference

We Are a Fiduciary

Central Trust Company is a fiduciary, meaning we act in your best interest, always. We are legally obligated and ethically bound to provide wealth management advice without conflicts of interest. Our clients know that our recommendations are made because it’s the right thing for them, not because we receive some type of remuneration.

Focused On You

We start constructing your customized plan only after we have a complete understanding of your goals, objectives, risk tolerance, time horizon and needs.

Objective Advice

We have no proprietary funds or investments, and our interests are aligned with yours through fee-based compensation. As a fiduciary, we have a duty to always act in in your best interest.

Local Decision-Making, National Expertise

Our team-based approach means you will have multiple wealth management professionals working with you at all times. Our scale allows access to a multitude of research and investment partners who provide a myriad of investment options and solutions.

Tax Efficiency

We make decisions based on your long-term goals, including opportunities to lower your tax obligations and increase your ability to reach those goals.

Safe, Secure and Stable

Not only is Central Trust Company a well-capitalized and financially strong company, we are also backed by a large and well-capitalized holding company. Central Bancompany continues to be named as one of Forbes magazine’s “Best Banks in America” year after year.

Our Difference

With a comprehensive and disciplined approach to financial and estate planning and investment management, we always strive to tailor a long-term plan to fit the needs of our clients. Because, when it comes to what matters the most, we’re there for you every step of the way.

We Are a Fiduciary

Central Trust Company is a fiduciary, meaning we act in your best interest, always. We are legally obligated and ethically bound to provide wealth management advice without conflicts of interest. Our clients know that our recommendations are made because it’s the right thing for them, not because we receive some type of remuneration.

Focused On You

We start constructing your customized plan only after we have a complete understanding of your goals, objectives, risk tolerance, time horizon and needs.

Objective Advice

We have no proprietary funds or investments, and our interests are aligned with yours through fee-based compensation. As a fiduciary, we have a duty to always act in in your best interest.

Local Decision-Making, National Expertise

Our team-based approach means you will have multiple wealth management professionals working with you at all times. Our scale allows access to a multitude of research and investment partners who provide a myriad of investment options and solutions.

Tax Efficiency

We make decisions based on your long-term goals, including opportunities to lower your tax obligations and increase your ability to reach those goals.

Safe, Secure and Stable

Not only is Central Trust Company a well-capitalized and financially strong company, we are also backed by a large and well-capitalized holding company. Central Bancompany continues to be named as one of Forbes magazine’s “Best Banks in America” year after year.

OUR EXPERIENCE | Continued Education That Directly Benefits Our Clients

Central Trust Company has more than 100 employees and manages more than $6 billion in total client assets. Our officers have an average of 23 year of experience in the wealth management industry, and many hold credentials in their fields including:

17
_____________

CTFA

Certified Trust & Financial Advisors

16
_____________

MBA

Master of Business Administration

15
_____________

Attorneys

Juris Doctorate

12
_____________

CFP®

CERTIFIED FINANCIAL PLANNER Professionals

5
_____________

CFA

Chartered Financial Analyst

3
_____________

CISP

Certified IRA Services Professional

3
_____________

AWMA

Accredited Wealth Management Advisor

3
_____________

CSOP

Certified Securities Operations Professional

3
_____________

CFIRS

Certified Fiduciary and Investment Risk Specialist

2
_____________

CIMA

Certified Investment Management Analyst

2
_____________

CAIA

Certified Alternative Investment Analyst

2
_____________

CPA

Certified Public Accountant

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