Colonial Trust Company Employee Directory

Investment ManagementSouth Carolina, United States11-50 Employees

Colonial Trust Company operates as a state-chartered private trust company with an affiliated Registered Investment Advisor, offering investment management, trust services, and financial planning through four offices in South Carolina. The firm emphasizes a transparent asset-based fee structure and a quality-focused, long-term investment approach, aiming to align client interests without hidden charges or commissions. Its client base consists of individuals and families seeking integrated trust and investment solutions delivered in a boutique, family-owned setting that combines private trust capabilities with active portfolio management. Founded in 1913 and headquartered in Spartanburg, Colonial positions itself as a niche alternative to bank trust departments, leveraging a century of experience to provide a comprehensive suite of services through specialized committees that guide asset allocation and security selection. The company operates in the investment management and trust services industry, focusing on high-service, client-centric solutions and a structure designed to minimize conflicts of interest. }

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