CapTrust Logo - clickable
Home - clickable Request Information - clickable Request Information - clickable Career Opportunities - clickable
An Objective Solution
Institutional Investors
Corporate Retirement Plans - clickable
Religious Investment Services
Family Office Services
About CapTrust Financial - clickable
Our Investment Consultants - clickable
Contact Us - clickable
In The News
Print News

CEO Council of Tampa Bay Announces 2010 Board of Directors
dBusinessNews.com

The CEO Council of Tampa Bay, Inc. has announced its 2010 Board of Directors.
“The CEO Council relies on its leadership to maintain its focus on relationships, ideas and solutions, providing peer-to-peer opportunities that help CEOs run their businesses more effectively,” says Eric Bailey, managing principal of CapTrust Financial Advisors and 2010 CEO Council Chairman. “We appreciate the time and skills these board members will bring to this year’s programs and activities.”  

February 2010 - > View Article

Jeb Graham of CapTrust discusses Fiduciary Best Practices on panel at Department of Labor “DOL Speaks” Conference
CapTrust Advisors

Washington D.C. – (September, 2009): Jeb Graham participated in the Department of Labor “DOL Speaks” conference in Washington, D.C. on Sept 14-15, 2009 as a panelist, speaking on the topic of “Best Practices for Fiduciary Governance”. Graham, a retirement plan industry veteran, is an institutional investment consultant with Tampa-based CapTrust Advisors, providing services for plan sponsors in both public and private sectors, in addition to non-profit
organizations, colleges and universities.

September 2009 - > View Article(PDF)

CapTrust Welcomes Kevin Schmid - Investment Consulting Associate, Institutional Investments
CapTrust Advisors

Former New Yorker Kevin Schmid has joined CapTrust Advisors as an investment consulting associate. Kevin will work with institutional investment clients and as an experienced Chartered Alternative Investment Analyst (CAIA), he will assist the CapTrust Investment Research Committee with alternative investment analysis and strategies. Kevin is based in the firm’s headquarter location in Tampa, Florida.

July 2009 - > View Article(PDF)

> View Print News Archive

Broadcast News

Researching your Investment Managers
CNBC Power Lunch

Eric W. Bailey, CFA, a managing principal of CapTrust Advisors, was recently interviewed on CNBC. Eric discussed the firm's independent Investment Audit and how it is providing insight to help evaluate investment portfolios.

February 2009 > View Video

Praying For Profits
CNBC Sqwuawk On The Street

Stephen H. Schott, a managing principal of CapTrust, was interviewed on CNBC concerning the unique characteristics of CapTrust's Catholic clients and how the firm assists in optimizing performance within the context of Socially Responsible Investing (SRI).

June 2008 > View Video

> View Broadcast News Archive
©2009 CapTrust Advisors, All Rights Reserved | Privacy
CapTrust Advisors does not render legal, accounting or tax advice. Please call your tax or legal
advisors before making any decision that may have tax consequences.


CapTrust Advisors, LLC is a registered Investment Advisor with the SEC.