About Colonial Trust Company
Colonial Trust Company and Colonial Trust Advisors are a state chartered private trust company and Registered Investment Advisor (RIA), respectively. Our firm provides investment management, trust services and financial planning to our clients through our four offices in South Carolina. The foundational principles of Colonial are to provide our clients a high level of service, with a low and transparent fee structure, and an understandable and quality oriented investment approach.
Colonial Trust Company is a century old trust company, founded in South Carolina in 1913. As the only state chartered trust company in the state, we have a niche offering as a boutique, family office style trust company that is uniquely positioned to compete with bank trust departments. The company is private and family owned with two generations of each family involved in the key management of the firm. Coupling a private trust company with an investment management firm allows our firm to provide a suite of services to our clients that are not readily available from most of our competitors.
Each of our offices is staffed by team members who are dedicated to going the extra mile for our clients. Our clients pay an asset based fee structure, without hidden charges or commissions. This structure ensures we don’t have a conflict or are incentivized to act in a certain manner. Our investment committee develops a top down view of the economy and markets to provide context in strategic asset allocation. This committee also provides security selection for an actively managed equity and fixed income portfolio. The hallmark of our equity approach is to take positions in quality, blue chip companies with a durable competitive advantage and leverage to a long-term theme.
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11-50 employees
View all Colonial Trust Company employees
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Financial Services
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359 South Pine Street, Spartanburg, SC 29304, US
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1913
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Financial Planning, Investment Management, Trust Services
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Frequently Asked Questions about Colonial Trust Company
The decision makers in Colonial Trust Company are Charles Clementson, Charlton Wieters, David Humphreys, etc. Click to Find Colonial Trust Company decision makers emails.
You can reach Colonial Trust Company by visiting our website at www.colonialtrust.com and using the contact form. Alternatively, you can call our main office directly or email us at the address provided on our site for prompt assistance.
Yes, Colonial Trust Company provides a staff directory on our website. You can find detailed profiles of our team members, including their roles and contact information, to help you connect with the right expert for your financial needs.
Colonial Trust Company specializes in investment management, trust services, and comprehensive financial planning. Our experienced team is dedicated to providing tailored solutions to meet the unique financial goals of our clients across various industries.
Absolutely! You can schedule a consultation with one of our financial advisors by filling out the appointment request form on our website or by calling our office directly. We look forward to discussing your financial goals and how we can assist you.
Colonial Trust Company serves a diverse range of industries, including individuals, families, and businesses. Our tailored services are designed to meet the unique financial needs of each client, ensuring personalized attention and expert guidance.
Information about Colonial Trust Advisors, our Registered Investment Advisor, can be found on our website. We provide details about our services, team, and investment philosophy, helping you understand how we can assist you in achieving your financial objectives.
Colonial Trust Company Staff Directory
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