CapTrust is a privately-held,
independent, investment consulting practice headquartered
in Tampa, Florida with consulting offices in Miami and Bonita Springs, Florida.
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
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:
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.
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.
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.
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.