Trees

CapTrust is an independent investment advisor and asset management firm committed to objectivity as the focal point of its client relationships.  We have the freedom to make independent decisions to assist clients in simplifying the process of making intelligent investment choices.  Whether you are a high net worth individual or a fiduciary for an organization, we offer investment counsel based on your unique needs.

CapTrust utilizes a disciplined approach to evaluate the investment landscape and determine the best path to reach our clients’ goals.  Our investment philosophy for advisory clients, as well as asset management clients, emphasizes a belief in capital preservation while establishing portfolios that produce successful, long-term investment results.  Actively responding to market conditions and a commitment to risk management are cornerstones of our process.