The things we do at CapTrust may be familiar to you. How we go about providing them, however, is where you’ll discover a significant difference. We seek to understand first, and offer you a custom investment plan only after we are clear on your objectives. Our services include the following.
- Private Wealth Services
- Institutional Consulting Services
- Investment Consulting & Portfolio Discipline
You’ve worked hard your whole life to get to this place. Now it’s time to put together a custom plan that is designed to give you the best opportunity to achieve your dreams and goals. Once the carefully crafted plan is designed, we’ll wrap around a custom team to monitor and manage the plan with you.
- Comprehensive financial inventory
- Investment planning and ongoing review to ensure match with long-term objectives
- Philanthropy and Giving Strategies
- Retirement planning
- Social Security considerations
- Tax and Legal review
- Insurance review and planning
- Preparing heirs – readying the next generation
- Coordinate and facilitate virtual team of your professional advisors