Working With Captrust

One of the major advantages of working with CapTrust is that we do not believe you have to terminate your existing relationships to begin working with us. CapTrust is sensitive to your current investment relationships and are solely concerned with finding the most appropriate solutions for our clients. Many of our clients maintain numerous investment relationships with brokers, bankers, agents, money managers or custodians and utilize CapTrust as the investment consulting firm that oversees every aspect of their investment plan.

Our fee-based pricing reinforces the objectivity of our financial advisors. Fee-based pricing aligns the goals of the advisor and the client by creating a common interest in first preserving assets and then increasing the value of those assets.*

If a client’s goals include the hiring of one or more third-party money managers, CapTrust will help choose, monitor and evaluate their performance. We will also be actively involved in fee negotiation with the money managers selected or retained as well as the custodians chosen for our clients.

In summary, your CapTrust advisor will be solely concerned with finding the appropriate investment solutions for you from start to finish. We have one business focus – to provide high-quality, independent and objective investment consulting services for our clients.

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