The markets continued their resurgence into early May, moving nearly 40% off the March lows to fight their way back into positive territory for the year.
CapTrust’s New Addition
Former New Yorker Kevin Schmid has joined CapTrust Advisors as an investment consulting associate. Kevin will work with institutional investment clients and as an experienced Chartered Alternative Investment Analyst (CAIA), he will assist the CapTrust Investment Research Committee with alternative investment analysis and strategies. Kevin is based in the firm’s headquarter location in Tampa, Florida.
We are pleased to congratulate and recognize the following new partners of the firm: (from left to right) James J. Waters, FSPA, CPC, EA; John J. Griffith, EA, CPC, AIF®; Alicia L. Bryan, CFA; Gary W. Queen.
Continuing Care Retirement Community, Florida
~ Assets: $104,000,000
Eric W. Bailey, CFA, a managing principal of CapTrust, discusses the importance of implementing a clear and unbiased chain of responsibility for managing investments within an organization to protect against "Madoff-like" scandals. Bailey further describes his “ideal scenario” for assets protection and the benefits of conducting a fiduciary investment audit. > Read More
Mid Year Outlook
Wells Fargo tackles the difficult questions of recession, inflation and the market outlook over the next 12 months. > Read More
PIMCO's Secular Outlook 2009
PIMCO’s secular (three- to five-year) outlook guides the way it structures portfolios in terms of duration, yield curve positioning, sector exposure, credit quality and other risk measures.
> Read More
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CapTrust Financial Advisors does not render legal, accounting or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.
CapTrust Advisors, LLC is a Registered Investment Advisor with the SEC.
