4th quarter 2008
Market Update
In what was arguably one of the worst quarters for the equity markets in decades, stocks fell significantly in highly volatile trading due to both mechanical and valuation issues. Although closing nearly 20% off the bottom, the broad indexes remained off close to 37% for the calendar year.
News Briefs
Mergers and Acquisitions
Eric Bailey, one of the Managing Principals of CapTrust, appears on Fox Business News to discuss how the current market valuations will likely drive increased activity in the realm of mergers and acquisitions in 2009.
Quotables
“Bull markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria. The time of maximum pessimism is the best time to buy and the time of maximum optimism is the best time to sell.”


~ Sir John Templeton
CapTrust Family Office Services
Assets Under Advisement:
$785 M
Size of Families:
$3 M - $225 M
Families Served:
62
Offices:
4
Both CapTrust RIA and WSFN families served
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
Sitting on the Sidelines
Wood Asset Management illustrates the historical significance of valuations by showing the staggering amount of cash in Zero Maturity Accounts (i.e. cash, money markets, etc.). Although the timing and strength of any turnaround is unknown, the cash to fund it is clearly apparent. > Read More
Investment Outlook
Bill Gross, veteran bond manager for Pimco, offers a candid assessment of the current market environment and where opportunities may appear.
> Read More
The Impact of Federal Involvement
Mohamed El-Erian, Co-CEO and Co-CIO of PIMCO and former President and CEO of Harvard Management Company, discusses the impact of federal involvement in the capital markets and how to position portfolios in light of this new market player.
> 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.