We provide a wide variety of investment consulting services for our clients. We create comprehensive investment solutions for Institutional Retirement Plans, Institutional Investors and Family Office Services.

The CapTrust Difference
Experience: We have over 300 years of combined investment experience in working with financial assets. Our combined experience has taken us through many difficult periods in the financial markets where experience is most valuable.

Depth: Our firm is staffed by 15 investment consultants, 9 research and performance analysts, and additional administrative support. Our team approach to managing relationships harnesses the collective intelligence of our entire staff. Our clients are comforted in knowing there is a senior member of their team who is both knowledgeable and available to discuss the specifics of their investment plan.

Singularity of Focus: Rest assured we will continue to use some of the most advanced tools and knowledge to enhance our relationship with you and we will not be distracted by other lines of business.

Comprehensive Approach: We believe our line of services, asset management alternatives and extensive analysis of the financial markets and asset class behavior provides our clients with an abundance of knowledge that can be used to add value to the investment process.

Objectivity: Unlike many other consultants, we are completely objective and have no proprietary products. Our compensation is fee-based and driven by the scope of services we offer.

Custom Solutions: We recognize we are in a partnership with our clients; therefore, we need to fit services to their needs, not the other way around. We have both the willingness and capability to assist in developing and implementing an investment program that meets your needs.

*Fee-based accounts are not designed for excessive trading or inactive accounts and may not be suitable for all investors.