Aligning Financial Strategies with Personal Values

From research and analysis to implementation, reporting, and client services, CapTrust® Asset Management provides each of our clients with comprehensive, high-touch services that are unmatched in the marketplace. Beginning with the Financial Control Scorecard® (Financial Control Scorecard®, or FCS® powered by Financeware® and Morningstar®) that defines your goals, we then work to develop a customized investment strategy to fulfill your objectives. To support that strategy, we develop investment models that align with your personal values.

CapTrust® offers high performance expertise and proactive leadership to better serve our clients. We use a team-based approach that allows each executive leader to direct his or her team members according to their individual focus and expertise. We believe that placing staff in the area of their giftedness and allowing them the freedom to use their strengths results in fulfillment for our people and excellent service to our clients.

Merging Strategy and Mission

Institutions nationwide depend on CapTrust® to offer a high level of leadership and accountability for their investment needs. With a specific focus on nonprofit organizations, CapTrust®’s history of client service and industry knowledge results in unparalleled expertise in managing the sophisticated financial needs of ministry organizations, including operating fund, planned giving instruments, retirement plans, and foundation and endowment assets.