CLEVELAND PRIVATE TRUST COMPANY

At CPTCO we act as a trusted fiduciary to you in all circumstances, which means we have a legal responsibility to put your best interests first. Our investment committee and portfolio managers are fully transparent in regard to their compensation. Broker-Dealers and certain other financial planners do not bear a fiduciary responsibility. They are generally compensated based upon the commissions from the financial products, stocks, and bonds they sell you. Further, they are not legally required to show you the best options available to you, their recommendations must only be considered "suitable." CPTCO assumes fiduciary responsibility for your wealth to ensure that your best interest is always placed above our own... Cleveland Private Trust Company offers wealth management, co-investing, trust services, and world-class advice in tax planning and philanthropy.

Primary location: Cleveland United States