CapTrust understands that each non-profit entity is unique and therefore should develop an investment program that specifically addresses its distinct characteristics.

The Institutional Investors team at CapTrust Advisors works specifically with nonprofit entities and institutions to provide support and oversight with respect to the design, establishment, implementation and ongoing fiduciary responsibilities to this unique group.

We recognize that as a group, non-profits have very diverse investment objectives compared with portfolios of other private and institutional investors. We have found that Foundations and Endowments are as varied as the people and institutions that founded them.

We recognize, too, that Foundations and Endowments want their investing to allow for existence in perpetuity, but have specific payout objectives and directives that are dictated by their missions, which is often a difficult task to achieve.

This is where CapTrust Advisors can bring value to Institutional Investors.

With over 300 years of combined investment experience working through complex issues associated with Foundations and Endowments, our team is committed to simplifying these issues by objectively developing, customizing and overseeing every aspect of your non-profit investment plan.