provided to The Santiva Chronicle
FORT MYERS, Fla. — SanCap Group Inc., holding company of The Sanibel Captiva Trust Company and its divisions (The Naples Trust Company and The Tampa Bay Trust Company) held its 21st Annual Shareholders Meeting for more than 80 guests Wednesday at the Marriott Sanibel Harbour Resort in Fort Myers. It was a significant event, with it being the first in-person Shareholders Meeting since the start of the pandemic.
Chairman and Founder, S. Albert D. Hanser, chaired the meeting of shareholders addressing the business of The Trust Company over the last year. He commented on the growth of the company now at 52 employees throughout Sanibel-Captiva Tampa Bay, and Naples with more to come this year.
As Hanser does each year, he revisited the Mission, Vision and Values Statement at the core of the company’s culture. Hanser said, “Our Mission is ‘to advise and care for our clients and their families by providing individualized wealth management through life’s transitions. We strive to inspire trust, confidence, and a sense of community among those we serve.’”
Hanser singled out retiring board members James Lozelle and Linda Marcelli for their years of service on the board. “Jim and Linda have provided an unvarnished perspective and wise advice from their years in business which have added to the quality of our brand and services, elevating the client experience,” said Hanser.
Pam Iorio accepts the plaque of appreciation from Founder and Chairman Al Hanser for retiring board member Linda Marcelli, left. Al Hanser presents retiring board member James Lozelle with a plaque of appreciation for his years of service to The Sanibel Captiva Trust Company, right.
CEO Terence M. Igo discussed the company’s current strategic plan saying, “We have taken additional space at the main office in Tampa and selected new space in Fort Myers for our growing Lee County team. After an exhaustive search over the last two years, we purchased a new building on Sanibel-Captiva at 2450 Periwinkle Way to serve as our new corporate headquarters.”
Igo emphasized the importance of maintaining the corporate culture which has served the company so well over the years. He said, “Our motto, ‘Always do the right thing’ undergirds our goal of assuring our level of service remains high as we move forward.”
Igo also announced that The Sanibel Captiva Trust Company is the largest independent trust company in Florida with more than $3.6 Billion in assets under management. Along with that growth, the company’s stock price which impacts employees through the Employee Stock Ownership Plan (ESOP) as well as all shareholders has appreciated by 30 percent from the previous year.
Ian Breusch, CFA, newly appointed Chief Operating Officer continues to serve as a Senior Portfolio Manager in addition to his new duties. He provided highlights from the year’s Economic Outlook presentation and current trends. Ian led the robust team of portfolio managers and investment analysts across the company for several years and just recently accepted the new role of Chief Operating Officer for the growing company. Andrew Vanderhorst, CFA, CAIA, CFP® was promoted to Chief Investment Officer.
Two special guest speakers presented. The first being George Heisler, Sanibel Captiva Trust Company board member was asked to speak about The Trust Company from his perspective. Heisler is a highly respected and renowned attorney having served as the Chair of McDermott Will & Emery LLP’s Private Client Department and later as Partner-In-Charge of the firm’s Chicago office. He spoke about the critical role of serving as a fiduciary to our clients and the dedication of which The Trust Company takes this responsibility.
The final speaker of the day joined The Trust Company a year ago as a Wealth Services team member – Senior Vice President, Carolyn Rogers, CFRE. Rogers’s career in fundraising development and communications within the nonprofit arena aligns with The Trust Company’s wealth management, and estate planning specialties. She spoke about the unique culture of The Trust Company dedicated to helping people, the genuine team spirit of employees and the exciting opportunities ahead.
For more information about The Sanibel Captiva Trust Company and its services visit the SanCap Group Inc. website.
The Sanibel Captiva Trust Company is an independent trust company with $3.6 billion in assets under management that provides family office and wealth management services, including investment management, trust administration and financial counsel to high-net-worth individuals, families, businesses, foundations and endowments. Founded in 2001 as a state-chartered independent trust company, the firm is focused on wealth management services that are absolute-return oriented and performance driven. Each portfolio is separately managed and customized specifically to the client’s yield and cash-flow requirements. The Naples Trust Company and The Tampa Bay Trust Company are divisions of The Sanibel Captiva Trust Company. Offices in Sanibel-Captiva, Naples, Tampa, Belleair Bluffs and Tarpon Springs. www.sancaptrustco.com