Colonial Trust Company builds portfolios tailored to meet our client’s unique investment objectives. This begins with an understanding a client’s return objectives and risk tolerance, as well as any constraints that may impact the management of their capital.
Trust and Fiduciary
Colonial Trust is the only independent trust company based in South Carolina. Our firm is privately owned, and its independence allows the entire team to be objective and flexible in managing trust relationships.
Colonial Trust offers comprehensive financial planning services utilizing industry-leading software to provide goals and cash flow-based planning. This process is a cornerstone to identifying a client’s investment goals, which influence the asset allocation and investment management processes.
Colonial Trust Company provides family office services to ultra high-net worth families. Our team provides an extensive range of services as either corporate trustee for some or all of the family’s assets or as an agent.
Colonial Trust provides advisory services to corporate retirement plans, including 401(k), Profit Sharing, Defined Benefit, and Cash Balance Plans. The goals of a Plan Sponsor influence the plan’s design and its features.