3rd quarter 2008
Market Update
What began in the second quarter as a stalled economy and write downs in the financial sector, evolved into a large scale credit crisis.  The failure of several financial companies created a systemic problem spurring the government to take actions not seen since the Great Depression to improve the flow of capital and restore confidence in the banking system.
News Briefs
Open Letter to Clients, Friends and Associates
Market events of the past three months have challenged the convictions of eve the steadiest of investors.
Part 1: How Did We Get Here
PJ Gardner, CFA, a Senior Investment Consultant and member of the Investment Committee, walks through the major events that led up to and contributed to the recent market turmoil.
Part 2: Where Do We Go Now
PJ Gardner, CFA, a Senior Investment Consultant and member of the Investment Committee, continues his thoughts on what to look for as the economy and financial markets look to recover.
Quotables
“If your principles go out of style then they are not principles.” ~ Warren Buffet
CapTrust Family Office Services
Assets Under Advisement:
$785 M
Size of Families:
$3 M - $225 M
Families Served:
62
Offices:
4
Contact Info
Mathew R. Doyle, CFP®
Director of Family Office Services
102 W. Whiting Street, Suite 400
Tampa, FL 33602

Email: matt.doyle@captrustadv.com Phone: (813) 218-5023
Toll Free: (888) 697-5908

www.CapTrustAdv.com
Points of Interest
Economic Perspective
Todd McCallister, CFA and portfolio manager at Eagle Asset Management, provides some historical perspective and a concise summary of current events. > Read More
Historical Review of Bear Markets and Recessions
JP Morgan’s guide to the markets presents an unemotional look at market cycles as demonstrated through three slides relating to bear market cycles, recessions and market comebacks.
> Read More
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©2008 CapTrust Advisors, LLC, All Rights Reserved | Legal & Privacy

CapTrust Advisors does not render legal, accounting or tax advice.  Please consult your tax or legal advisors before taking any action that may have tax consequences. Figures in the Family Office Services section above represent assets and clients serviced by CapTrust Advisors, LLC and CapTrust Advisors, a member of Wachovia Securities Financial Network.

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