OUR FOCUS

Executives and Affluent Individuals
Our comprehensive wealth management services are designed to help you grow and protect your financial assets.

Our services include:
  • Coordinating, developing and implementing comprehensive financial and estate
    plan strategies
  • Providing trust services including individual, charitable, revocable, and irrevocable
  • Developing tax efficient investment strategies
  • Searching and selecting investment managers
  • Evaluating private stock holdings
  • Exercising cashless stock options
  • Protecting or converting low cost basis security holdings
  • Reporting for consolidated/composite portfolios

At CAPTRUST we help clients develop and implement customized investment programs tailored to unique needs and circumstances.

Endowment and Foundations
Our Endowment and Foundation work begins with a thorough assessment of the unique characteristics of your committee and the goals for the portfolio and organization. Once we have a better understanding, we establish a comprehensive investment program that addresses the investment portfolio, cash flows, and spending needs.

Critical questions include:
Spending Policy: What is the appropriate spending policy? How does the Committee balance the current needs of the endowment/foundation with the long-term objective of increasing the real value of the investment program's assets?

Asset Allocation: To achieve the spending objectives without depleting the real value of the endowment/foundation, what is an appropriate asset allocation? What is an efficient mix between various asset classes?

Investment Manager Structure: What is the optimal number of managers needed to implement the asset allocation policy? How do your coordinate the investments and monitor progress?

Professional Athletes
Professional Athletes have very unique financial and planning needs. From agency and contract issues to retirement planning, our services extend from draft day to retirement and beyond. Our wealth management strategies strive to help you extend your success beyond the playing field.

Our services for professional athletes include:
  • Providing strategic financial planning for retirement income when playing career ends
  • Budgeting and cash flow analysis
  • Developing asset allocation strategy and investment policy
  • Searching and selecting investment managers
  • Monitoring investment performance
  • Providing estate planning advice
  • Consulting on post-career business interests

Our comprehensive services help professional athletes effectively respond
to a variety of financial decisions and objectives.