Welcome to Bank of Florida Trust Company where our mission is to help clients exceed their financial goals by providing exceptional client service, extensive resources and a truly unique approach to managing wealth. Our company was founded in Florida in 2000, and we currently have over $500 million in assets under our advice. Our clients are successful executives, professionals, entrepreneurs and retirees who desire a financial partnership that can provide extensive access to investment opportunities and alternative strategies.

 

What Sets Us Apart
Bank of Florida Trust Company has distinguished itself as one of only a few financial institutions in the country that offers a truly objective investment consulting platform. We provide access to best-in-class money managers from around the country, and all options that we provide for our clients are non-proprietary. We receive absolutely no remuneration from any investment manager or mutual fund to ensure complete objectivity.

 

Maximizing Wealth with Our Four Step Approach
Like many successful individuals, you’ve worked hard for your achievements. And at Bank of Florida Trust Company, we understand that you want to protect, preserve and grow your hard-earned assets. Your goal is our goal, and the best way to develop a successful plan is engage our proven four step investment approach. Throughout this process, we will help you develop a clear understanding of your current financial situation and help you articulate goals for your future.

 

Analysis
Complex review of your current portfolio and financial projections using Monte Carlo statistical techniques, as well as tax analysis, to help determine the appropriate allocation and portfolio design

 

Execution
Careful selection of the right investment managers combined with the in-house expertise and coordination of your assets

 

Monitoring
Ongoing review of your portfolio, including rebalancing as necessary to meet financial and tax planning objectives, in-depth analytical analysis, asset allocation monitoring, comprehensive quarterly reporting and annual reviews

 

Service
Peace of mind from partnering with an experienced investment consulting and wealth management team dedicated to exceeding your service expectations and delivering consistent portfolio performance results

 

To learn more, please contact:

 

Scott M. Kellett, J.D. 

President

Bank of Florida Trust Company

Telephone (239) 254-2109

Email skellett@bankofflorida.com