Working With Captrust

CapTrust is solely concerned with finding the most appropriate solutions for our Institutional Investor clients and are not induced by any financial incentive to select one money manager or investment over another. We are also sensitive to current relationships our clients may have. We believe you do not have to disrupt your current relationships with money managers or custodians to necessarily keep better score of your performance.

Our fee-based pricing reinforces the objectivity of our 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 non-profit’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 as well as the custodians chosen for our clients.

In summary, your CapTrust advisor is solely concerned with finding the appropriate investment solutions for you from start to finish. We have one business focus – to provide the most 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.