2009 opened with one of the worst January and February performance results on record. Markets sharply rebounded in March as valuations became compelling and some positive economic news began to emerge.
CapTrust’s New Addition
CapTrust is pleased to introduce Bill Eustis as National Sales Director of Institutional Investments. With over 15 years of experience working with Catholic organizations, educational entities and non-profits, Bill represents a strong addition to our overall firm.
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. This objective “second opinion” is being welcomed by organizations around the country that are looking to answer questions about there current investments
Nuveen takes a close look at historical bear markets in answering the questions related to 1)What are bear markets 2) How long do they last 3) How severe can they get and 4) How long it takes to return. > 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
Who Got it Right
CapTrust analyzes a group of prognosticators that “got it right” in an attempt to see if the ability to forecast actually translated into a material ability to beat the market. The results are in.
> Read More
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CapTrust Financial 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 Financial Advisors, a member of Wachovia Securities Financial Network.
CapTrust Advisors, LLC is a Registered Investment Advisor with the SEC.
