Institutional Consulting Services
Nonprofits, foundations, endowments, corporations and family offices engage CapTrust to provide clear advice and a disciplined approach. We’ll work with your organization to lay out an investment strategy that aids in fulfilling your mission.
Are your organization’s goals and objectives reflected in your investment policy?
- Investment Policy Statement
- Portfolio Return Objectives
- Spending Policy
- Mission Fulfillment
Are you investing your resources wisely?
- Asset Allocation Strategies
- Custom Indexing
- Individual stocks & bonds
- Mutual funds & ETFs
- Alternative Investments
- Private Equity Investments
- Real Estate
- BRI, Impact
Are you efficiently building a donation pipeline?
- Building donor support
- Donor communication approach
- Strategies for cultivating planned gifts
- Estate Bequests
How strong is your Investment Policy Statement?
We’d be happy to meet with your investment policy committee.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals. [and/or requirements for “wealth advisors” and/or “investment strategists” and/or “investment management consultants” or in case of multiple certifications, “requirements for certification.”]