Investment Management

The Coral Gables Trust investment philosophy is derived from a Unified Managed Account (UMA). This approach allows the company to manage client portfolios containing multiple managers in a single account while eliminating the inefficiencies associated with separately managed accounts.

Through its open-architecture partnership, the firm has access to several hundred fully researched investment manager solutions that can be used within client portfolios. The approved managers are selected based on a thorough qualitative and quantitative research process that is designed to illustrate the long-term value creation of each manager within their respective mandate.

Coral Gables Trust manages diversified portfolios for high-net worth individuals, families and complex fiduciary situations that include irrevocable trusts, revocable trusts, guardianships, special needs trusts, charitable trusts, foundations and endowments.