CapTrust displaces Callan as the investment consulting firm for a $450,000,000 fund.
“We are always pleased when we win business and a win over Callan is no different. The client saw the value in our proprietary research work and our ability to understand and respond to their needs. We have built a great firm and they saw that.”
~ Roger Robson Managing Partner
CapTrust names new partner Jeb Graham
Jeb joined CapTrust in January 2005, providing institutional investment consulting services to committees of private sector retirement plans and non-profits...
The equity markets turned in another strong quarter, with international indices edging out their domestic counterparts and growth stocks significantly outperforming value stocks.
"That's precisely the reason I was shocked, because I had been going for forty years or more with very considerable evidence that it was working exceptionally well”
~ Alan Greenspan October 23, 2008
Testifying in front of the House Committee on Oversight and Government Reform
Mathew R. Doyle, CFP®
Director of Family Office Services
102 W. Whiting Street, Suite 400
Tampa, FL 33602
International Allocation: What is the Optimal Amount?
A falling dollar has provided a steady tailwind to international securities this past year. With an ever increasing global economy and prospects for the dollar to continue it’s decline, investors are wondering how much international exposure is appropriate. JP Morgan offers their take on international allocations and changing trends. > Read More
Books from the CapTrust collection
The Greatest Trade Ever The Behind-the-Scenes Story of How John Paulson Defied Wall Street and Made Financial History By Gregory Zuckerman
The Age of the Unthinkable Why the New World Disorder Constantly Surprises Us and What We Can Do About It By Joshua Cooper Ramo
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.
CapTrust Advisors, LLC is a Registered Investment Advisor with the SEC.
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