Investors' Security Trust Information

Investors’ Security Trust is the premier provider of investment, trust and estate management services in Southwest Florida. Since 2004, we have helped individuals, families, companies and foundations accumulate, preserve and transfer their wealth. We build long-lasting relationships by providing extraordinary service and expert advice, and by keeping our clients’ best interests in mind at all times. Investors' Security Trust has a long-term goal of remaining independent, providing the highest level of consistency in both staff and service levels and fostering relationships that span multiple generations of our clients’ families. Unburdened by corporate incentives and performance quotas, we will simply be an objective provider of wealth management services. We’re all about trust; we’re all about you.