(941) 366-7222 | (800) 724-2621
We understand that every person has unique financial
goals, objectives, and dreams. Our financial experts
will get to know your distinct situation and create a
plan tailored to you.
Discover the difference experience makes - schedule an appointment today!
We’ve assembled a team of experienced, non-commissioned, and highly credentialed professionals, working in your best interest, to meet your needs.
Schedule An Appointment Today!
We’ve assembled a team of experienced, non-commissioned, and highly credentialed professionals, working in your best interest, to meet your needs.
Passive Core Portfolios
Highly diversified portfolios of low-cost index funds that cover a wide range of both equity and fixed income asset classes in a tax-efficient manner.
Select Managers Portfolios
A mix of high-quality active managers paired with low-cost passive funds in a well-diversified portfolio that can be customized to meet client objectives.
Core Equity Portfolios
High-quality individual U.S. large cap stocks that can be combined with mutual funds and ETFs for a globally diversified portfolio.
Dividend Income Portfolios
Equity and fixed income investments with a focus on dividends, and dividend growth, that is designed to provide income with moderate risk exposure.
Dimensional Portfolios
Globally diversified portfolios that emphasize value, small cap and high profitability factors in a strategic allocation with relatively low turnover.
Short-Term Income Portfolios
Short-term, investment grade fixed income funds from a wide range of bond asset classes designed to provide steady income with relatively low interest rate exposure.
ESG Portfolios
Designed for investors seeking companies that show a commitment to Environmental, Social and Governance (ESG) leadership consisting of both active managers and passive funds with ESG mandates.
Our team of experienced, non commissioned, credentialed professionals specialize in building long-term relationships with our customers.
Our Pledge of Accountability is our commitment to deliver the service and experience our clients and community deserve.*
We’re uniquely qualified to deliver comprehensive strategies to meet your goals at any stage of life.
Our team of experienced, non commissioned, credentialed professionals specialize in building long-term relationships with our customers.
Our Pledge of Accountability is our commitment to deliver the service and experience our clients and community deserve.*
We’re uniquely qualified to deliver comprehensive strategies to meet your goals at any stage of life.
1586 Main Street, Sarasota, FL 34236 | (941) 366-7222 | (800) 724-2621
Translation services available through our Customer Call Center at (800) 724-2621.
*Pledge of Accountability Fee Refund Rules. You, our Client, are entitled to have the Annual Fee charged by CNTF for management of your CNTF Account returned should we fail to deliver on the “Pledge of Accountability” requirements as described above. The Annual Fee is defined as the then prevailing fee charged by CNTF under the terms of your Account Agreement based on the market value of the assets under management as of March 31 of any given calendar year up to $10,000. Our Pledge of Accountability to you will be effective after you have signed and returned the Pledge to your CNTF Relationship Manager. Only individual accounts where CNTF has full discretion qualify. Custody, Self-Directed and IRA Self-Directed accounts are excluded. To be eligible, your Account must be opened for a minimum of 1 year.
This material is provided for general information purposes only. Canandaigua National Trust Company of Florida is an affiliate of Canandaigua National Bank & Trust. Investments are not FDIC insured, not bank deposits, not obligations of, or guaranteed by, Canandaigua National Bank & Trust or any of its affiliates, including Canandaigua National Trust Company of Florida. Investments are subject to investment risks, including possible loss of principal amount invested. Before making any investment decision, please contact your legal, tax or financial advisor. Investments and services may be offered through affiliate companies.