|For Individuals or Families with Investable Assets of $3,000,000+
over 300 years of combined experience in managing
wealth, we offer clients objective, professional
investment advice aimed at helping them understand
their unique situation, protect and grow their
financial assets, and monitor their investment
CapTrust has no proprietary products
or investment managers. Instead, under our direction,
our clients utilize the services and experience
of some of the most well-known institutional managers from across the country and abroad.
Because of our consultative approach and collaborative
effort with our clients, we believe we are always in a
position to recommend the most appropriate course
of action. We firmly believe having the
ability to unemotionally remove or retain the
services of the various managers we recommend creates better investment results and a more open
relationship with our clients.
Additionally, we realize
investing is a business and, therefore, must
be organized, measured and routinely scrutinized
to be successful. At the same time, we acknowledge you have many other responsibilities (e.g.,
family, work, community, etc.) and would like
to be relieved of having to spend your extra
time concerned about your investments. Further
complicating matters is that you may have numerous
professionals (e.g., brokers, agents, bankers,
advisors) and multiple accounts functioning
independent of one another.
This is where CapTrust can add value
your existing investment relationships. We work
closely with you to help you better understand
how each relationship is different and to determine
the most appropriate way they may be enhanced.
By doing this, we develop an easy-to-understand,
highly-customized reporting system which allows
for a comprehensive investment strategy.