The CapTrust Difference

CapTrust is an independent, employee-owned investment advisory practice comprised of individual, corporate, foundation and endowment clients.

Our open architecture platform stresses objectivity as the cornerstone of our purpose in providing ongoing value-added results and service to meet our clients’ unique goals and objectives.

CapTrust Managing Directors average over 25 years of professional investment experience. This experience, combined with our candid advice, has allowed us to quickly develop a reputation for creativity and flexibility as we strive to become the firm of choice in the investment management profession.

Independent, Employee-Owned Firm

We are directly accountable to you.

Experienced Investment Professionals

CapTrust managing Directors average over 25 years professional investment experience.

Objective Advice

This allows us to provide our clients with a high level of objective, unbiased guidance.

Customized Investment Solutions

Every client has unique needs, goals and risk tolerances. We use these for the foundation for every investment plan.

Contact Us Today for more information!