What We Do

We remove investment complexity by providing comprehensive, customized solutions designed to help foundations and endowments accomplish their unique objectives.

Foundations and Endowments

Expectations for asset returns are lower, even while spending needs continue to rise. The need for philanthropic resources is highest during periods of market stress—when the ability to provide resources is at its lowest. Meanwhile, investment complexity continues to grow, making it difficult to separate important information from noise. These factors have conspired to create a unique challenge for endowments and foundations.

This leads to a number of important questions:

  • How can we maintain or increase our philanthropic impact given current market expectations?
  • How should we split asset management fees between active and passive management?
  • What portfolio changes do we need to make to accomplish our goals? What are the tradeoffs?
  • What role do alternative investments play in our portfolio?

undefinedOver the past 25 years, we have been assisting non-profits and guiding them through a wide range of investment environments. Our disciplined investment process starts with working with you to develop appropriate and realistic goals and expectations. We strive to eliminate market complexity and simplify the decision-making process.

We have developed services to address the demands placed on non-profits including:

  • Investment advisory services, such as investment and spending policy development, asset allocation, and manager search and selection
  • Discretionary consulting services
  • Fiduciary and risk management consulting services

We are committed to objectivity and transparency, and singularly focused on understanding your unique goals and objectives. Our significant client base and understanding of trustee-directed asset pools, local client service, and centralized resources mean that CAPTRUST is uniquely positioned to help you accomplish your goals.


Upcoming Webinar! Rising Interest Rates

In this upcoming webinar, CAPTRUST Defined Contribution Practice Leader Scott Matheson and colleagues Jennifer Doss and David Hood will present their views on what plan sponsors need to know about rising interest rates and the impact on retirement plans.

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Press Releases

CAPTRUST Merges with Knox Capital Group

CAPTRUST, one of the nation’s leading wealth management and institutional advisory firms, announced that Salt Lake City-based Knox Capital Group, one of Utah’s premier wealth management firms, has joined the family, bringing with it over $300 million in client assets.

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VESTED, Winter 2018

We are pleased to announce that the Winter 2018 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail this week. If you are interested in receiving VESTED Magazine, please let us know via email.

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