With 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 results.

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 without disrupting 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.