You Hold the Grandkids, We'll Hold the Fort
Managing wealth and investments is what we do – how we do it is what sets us apart. At CapTrust, we’re passionate about helping you live your best financial life. We take the human approach, which starts with a long look at your personal values and desires. Once we know your aspirations, our world-class investment planners craft a roadmap for growth that aligns with who you are and what you want.
We do this here in West Michigan because we share the values of our community — hard work, humility, commitment, pragmatism and service to others. We want to make a difference in the lives of West Michiganders by helping them build, cultivate and shape their legacies.
- Relational Integrity – We dive deeper
- Mastering Our Craft – A relentless pursuit
- Holistically Faithful – Giving our all
- Life-giving Empowerment – Investment you can feel
- True Stewardship – Seeking God’s “Well Done!”
Our people make all the difference.
CapTrust in the Community
You’ll find service is deeply ingrained in our DNA. Not just service to our clients, but to our broader community.
From volunteering for our individual passions to helping through our faith communities, we find serving a higher calling provides a purpose to our serving.
CapTrust Money Mind®
Wondering what the average CapTrust team member’s Money Mind looks like?
Money Mind helps you understand how you think and feel about money and how it impacts your financial choices.
The Protection Money Mind tends to value security and peace of mind.
The Commitment Money Mind tends to derive joy from giving.
The Happiness Money Mind tends to prioritize enjoyment.
Your thoughts about money impact your financial choices.
CapTrust is proud to be recognized:
CapTrust in the News
CapTrust is a privately held Registered Investment Advisory firm located in Holland, Michigan, serving clients throughout West Michigan and across the country. Founded in 1997, the company provides private wealth planning and investment management and consulting to individuals and families, and institutional consulting services to nonprofits, foundations, endowments and family offices.
Your best financial life begins with a conversation.
Barrons – Top 1,000 Financial Advisors List (2017, 2018): Advisors considered for the “America’s Top 1,000 Financial Advisors: State-by-State” ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron’s does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome. For more information, visit www.barrons.com.
Financial Advisor – Top RIA Rankings: To be eligible for this ranking, advisors must be a registered investment advisor, provide financial planning related services to individual clients, and have at least $50 million in assets under management. To be considered for inclusion, CapTrust submitted a survey, which was reviewed by Financial Advisor Magazine. Financial Advisor Magazine does not disclose how many firms were considered or applied for inclusion on the list.
CapTrust does not pay a fee to be considered for or included in the Financial Advisor Magazine’s RIA Survey and Ranking. CapTrust is not required to be a member of or subscriber to Financial Advisor Magazine or any other group to be considered for or included in the rankings. For more information, visit www.fa-mag.com/research/ria-survey