understands 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 works specifically
with non-profit entities and institutions to
provide support and oversight with respect to
the design, establishment, implementation and
ongoing fiduciary responsibilities to this unique
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 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.