The Sanibel Captiva Trust Company is forecasting another year of strong economic growth, continuing gains for portfolios that the firm manages.
A trio of Trust Company market experts – Chief Investment Officer and Senior Portfolio Manager Kristian Jhamb, MBA, CFA; Senior Vice President and Senior Portfolio Manager Chris Morgan, CFA, CFP®, CAP; and Vice President and Portfolio Manager Jodi Schwartzel – offered an optimistic view of the U.S. economy and financial markets during the firm’s 2025 Economic Outlook, which was held Jan. 28 at Tribby Arts Center at Shell Point Retirement Community in Fort Myers.
The 2025 Economic Outlook attracted 115 clients and prospective investors, and featured in-depth, data-based evaluations of issues impacting portfolios, including population growth, manufacturing, technology, artificial intelligence, politics and government policies.
About The Sanibel Captiva Trust Company
The Sanibel Captiva Trust Company is an independent trust company with $5 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. The Naples Trust Company and The Tampa Bay Trust Company are divisions of The Sanibel Captiva Trust Company. Offices in Sanibel-Captiva, Fort Myers, Naples, Marco Island, Tampa, Belleair Bluffs and Tarpon Springs. SanCapTrustCo.com.
