2nd quarter 2010
News Briefs
Stephen Schott, CapTrust Managing Principal and Board of Trustees member for the Pro Football Hall of Fame, helps ring the NYSE Closing Bell® remotely from Canton, Ohio. Steve was joined by PNC Regional President Kevin O. Thompson and members of the Pro Football Hall of Fame Class of 2010 enshrinees: Russ Grimm, Rickey Jackson, Dick LeBeau, Floyd Little, John Randle, Jerry Rice and Emmitt Smith.

> Click here to watch the video in its entirety

Market Update
Concerns with a slowing domestic economy along with fears over sovereign debt combined to bring stocks into negative territory
for the year.
Quotables

"Time is the friend of the wonderful company, the enemy of the mediocre."

- Warren Buffett

Contact Info
Mathew R. Doyle, CFP®
Director of Family Office Services
102 W. Whiting Street, Suite 400
Tampa, FL 33602

Email: matt.doyle@captrustadv.com Phone: (813) 218-5023
Toll Free: (888) 697-5908

www.CapTrustAdv.com

Points of Interest
Thinking Outside the Style Box
Style-box based implementations have been the investment community’s solution to diversification. CapTrust's Analytics team looks at whether this approach is unnecessarily sacrificing opportunity by constraining investment managers.
> Read More
Who Changed My Value Stock?
How can Exxon Mobil, a longstanding value stock, be transformed overnight into one of the top growth stocks in the Russell 1000 Growth Index? CapTrust takes a look at the arbitrary nature of fitting stocks into indices and whether fiduciaries are even aware of what is happening.
> Read More
Are My Munis Safe?
Lack of regulation and mounting state fiscal problems are calling into question the soundness of municipal bond investments. Even Warren Buffet suggests the possible need for future bailouts. While these risks may never come to pass, the past few years of credit default swaps, mortgage-backed securities and sovereign debt issues remind us that fixed income has its own unique set of risks that cannot be ignored.
> CapTrust’s Muni Due Diligence Questions
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