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.

Institutional Capabilities

Investment Policy

Are your organization’s goals and objectives reflected in your investment policy?

  • Investment Policy Statement
  • Portfolio Return Objectives
  • Spending Policy
  • Mission Fulfillment


Investment Management

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


Philanthropic Consulting

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?

Institutional Expertise

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.”]

Start typing and press Enter to search

Copyright © 2023 CapTrust Financial Advisors. All rights reserved.