The Cairo Group of Truist Investment Services The Cairo Group of Truist Investment Services

The Cairo Group of Truist Investment Services

1777 Main Street

7th Floor,

Sarasota , FL 34236

TheCairoGroup@truist.com

Phone 941-882-7091

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Who we are

The Cairo Group of Truist Investment Services, Inc. is a forward-thinking wealth management team of deeply committed professionals, delivering tailored advice and guidance, providing a proactive standard of care. We serve a select group of affluent families, business owners, and corporate executives both locally and around the country with over 70 years of combined wealth management team experience. 
 
Through a clear understanding of our clients’ financial hopes, goals, and dreams, we work together to manage their aspirations through the utilization of the best wealth management programs and services available. As active fiduciaries, we are committed to always acting in the best interest of our clients. Our team proudly includes two veterans- Shelley from the US Navy and Bill from the US Army, reflecting our core values of discipline, integrity, and service.
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Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

As your Wealth Management team, we believe the client experience is the pinnacle of the relationship. Through a consultative and conversational approach, we strive to understand our clients’ short-term needs and long-term goals. Coupled with specialized software, we create a comprehensive financial plan to provide a roadmap for our clients to pursue their financial vision. 
 
Once the plan is implemented, it’s only just the beginning! Our commitment to providing the utmost standard of care in maintaining an ongoing working relationship is essential, keeping open lines of communication regarding market conditions, economic cycles, and indicators. We establish ongoing annual reviews and periodic check-ins to address any changes in the lifecycle or financial concerns. 
 
So what makes us different? We don’t take a “one size fits all” approach. Each program is custom-designed with attention in minimizing transactional costs, maintaining tax efficiency, and maximizing relative opportunities through strategic asset allocation. Having a dedicated portfolio manager on the team provides a holistic, customized approach to utilize global opportunities. Our ultimate goal is to bring the best of Truist’s resources to our clients.

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