Colonial Trust Company

Colonial Trust Company is an investment service in Columbia, SC. The firm creates personalized solutions for clients’ financial objectives, offering comprehensive services to execute fiduciary duties and collaborative wealth planning strategies focused on a long-term perspective. Concierge services are structured to ease individuals and families of the burden of everyday financial matters. Colonial Trust partners with companies of all sizes to create retirement plans that work for them. The company serves clients through offices in Columbia, Charleston, Greenville, and Spartanburg.

Established in 1913, Colonial Trust provided trust services, insurance, and real estate loans for much of the 20th century. In 1989, Wally Barre and Barry Wynn acquired the company from one of the founding families. Though ownership changed, the values of integrity, service, and confidentiality remained the cornerstone. Colonial Trust Advisors was established in 1996, with Bert Barre and Camp Wynn joining the firm in 2001 and becoming principals in 2007. The company expanded by opening the Charleston office in 2007 and celebrated its centennial by opening the Columbia office in 2013. Over the years, Colonial has deepened its service offering with dedicated professionals in financial planning, corporate retirement plan advisory, and family office services.

The investment management approach involves researching economic conditions and market valuations using resources from leading financial institutions, independent third-party providers, and proprietary research. The firm typically manages individual securities alongside low-cost passive strategies. This method focuses on discretion, objectivity, and a long-term oriented investment philosophy to align asset allocation with client goals. The team includes Henry, a Financial Advisor in the Columbia office with ten years of investment management experience, an AWMA designation, and FINRA Series 7 and 66 licenses. Charles, a Vice President and Trust Officer in Spartanburg, brings over 20 years of experience. Thomas, who joined in 2022, holds a CFA charter and a Bachelor’s in Economics from Clemson University.

Colonial Trust Company is known for its long-standing history and commitment to integrity, service, and confidentiality. The firm has served the area for over a century, adapting its offerings to meet the unique needs of each client and business.

Colonial Trust Company combines its century-long heritage with personalized investment management to serve clients across SC.

The firm is located on Calendar Ct in Columbia, SC, near Palmetto Performing Arts and Citadel Park. It is also situated close to Trenholm Road.

BizScoreAI awarded a Technical score of 91 out of 100. The company also received a Discoverability score of 75 out of 100, showing that AI crawlers can access every page to facilitate recommendations.

Services:

• Corporate Retirement Plans
• Family Office Services
• Investment Management
• Trust & Fiduciary Services
• Wealth Planning