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PCIA provides a client-centric, team approach to full service financial planning, including fee-based asset management and wealth management.
The Tampa Bay Trust Company is a division of the Sanibel Captiva Trust Company. We are a state-chartered independent trust company regulated by the Florida Office of Financial Institutions. We provide wealth management services including investment management, trust administration, and financial counseling to individuals, families, businesses, non-profit organizations and endowment funds. The Tampa Bay Trust Company wealth management services are absolute-return oriented, performance-driven, and adhere to a strict philosophy and investment process. Clients` portfolios are separately managed and individually tailored to each client`s total return and cash flow requirements. Our investment management services comply with Florida`s Prudent Investor Rule (Florida Statues, chapter 518.11). We are audited by the Florida Office of Financial Institutions. In addition, we are audited by two independent accounting firms each year. We also have a Board Audit Committee, consisting of outside Directors, responsible for reviewing our internal control policies. We maintain a financial insurance bond and trust errors and omissions liability insurance policy.
We help our clients make life easier for their customers. Interactions and transactions worth billions of dollars are made by millions of people all over the world, using Monitise technology. They book tickets and accommodation, and they buy and sell online. They pay bills and move their money around. They perform everyday tasks on all kinds of devices. And we help them do it all smarter and faster than ever. Since we were founded in 2003, we`ve been among the first to innovate in banking apps. In the early days, we linked banks to mobile phone operators so people could manage their finances and make payments from their phones. Today, we work in the UK, North America and the Middle East, helping brands create amazing digital experiences in financial services, retail, telecoms, automotive, sport and travel. So far.
Aspen Research Group is a Glenwood Springs, CO-based company in the Financial Services sector.
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