CapTrust Advisors, LLC is
a privately-held, independent, investment consulting practice headquartered in Tampa, Florida. CapTrust provides investment consulting services to Institutional Investors, Corporate Retirement Plans,
and Family Office Services. Our staff
consists of thirty-five employees, each actively
supporting and working with clients. Roger
E. Robson, Samuel “Bo” Perry, Jr.,
and Eric W. Bailey are the founding principals
of CapTrust Advisors, LLC in Tampa.
Our depth and professional experience are two of the greatest assets of the firm. Our investment consulting teams include Chartered Financial Analyst charterholders (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, Certified Investment Management Analyst® (CIMA®) professionals, Certified Pension Consultants (CPC), a Chartered Alternative Investment Analyst (CAIA), and much more. Our specialties and backgrounds include experience in complex trust and estate issues, ERISA qualified retirement plans, and investment manager research and analysis.
At CapTrust, we regard our relationship with
each client as a partnership. We strive to establish
long-term investment objectives and to assist
our clients in monitoring their investment results
to help assure the achievement of their goals. One
of the ways we fulfill this objective is to
meet with our clients on a quarterly basis to
review their investment performance and plan
goals. The quarterly analysis and wealth measurement
reports we produce can include all aspects
of a client's investment assets. This often includes
assets held at multiple financial institutions.
While we have access to custody services, many
of our clients utilize a variety of financial