Central Trust Co.
Central Trust Company is a Midwest-based wealth and investment management firm, specializing in fee-only investment management, fiduciary services, and comprehensive financial planning including estate and tax planning. Founded in 1902, the company operates with a commitment to fiduciary standards, serving individuals, trusts, corporations, retirement plans, and nonprofits. Today, Central Trust manages approximately $9 billion in client assets with around 138 employees, focusing on personalized, conflict-free solutions for high-net-worth clients and institutions.
Investment Strategy
Central Trust Company develops customized investment strategies for each client, employing diversified asset allocation across broad asset classes and building portfolios based on forward-looking market assumptions. Their philosophy centers on tax efficiency, long-term wealth preservation, and reducing volatility by leveraging leading investment management firms and industry best practices. Portfolios are constructed following rigorous fiduciary standards, integrating investment management seamlessly with tax planning, estate, retirement, and legacy management—all tailored to the client's goals, risk tolerance, and time horizon.
Top Holdings
Equity Positions (1,424)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CEF | SPROTT PHYSICAL GOLD & SILVE | 5.50% | $238.5M | 7,924,854 | $16.36 | $30.10 | +$13.9M |
A AAPL | APPLE INC | 4.99% | $216.1M | 1,053,486 | $9.93 | $205.17 | -$20.0M |
S SCHP | SCHWAB STRATEGIC TR | 3.95% | $171.1M | 6,411,484 | $27.27 | $26.68 | +$7.4M |
A AVGO | BROADCOM INC | 2.98% | $129.1M | 468,224 | $25.34 | $275.65 | +$50.0M |
M MSFT | MICROSOFT CORP | 2.78% | $120.7M | 242,644 | $52.02 | $497.41 | +$29.9M |