For Individuals
Individual Investment Management
We know that investing is deeply personal, from your financial objectives to family goals and overall risk tolerance.
We create investment management plans designed to achieve your goals, whether that’s growing wealth, planning for retirement, or leaving a family legacy.
Financial Planning for Every Life Stage
Real financial confidence comes from a plan built for your goals, whether that’s early retirement, world travel, or leaving a legacy. We look at your income, spending, debts, and risk comfort level to create a plan for your life now and in the future.
Lifelong Investment Management
Your investments should match your goals and timeline. As independent advisors, we focus on spreading risk, keeping costs low, managing taxes, and adjusting your portfolio as needed to grow and protect your wealth.
Our Services
Asset Allocation Strategies
- Written Investment Policy Statement to guide investment decisions
- Personalized mix of investments based on your goals
- Regular adjustments to keep your plan on track
- Legacy planning to help preserve and transfer wealth
We use Modern Portfolio Theory principles to craft personalized plans based on your risk comfort level, timeline, income needs, and more.
Market & Economic Insights
- Regular updates on market conditions
- Performance tracking against relevant market benchmarks
- Clear explanations to understand what changes mean for you
- Proactive adjustments when needed, with a long-term focus
We closely watch economic trends to make management decisions based on real-world data, not emotional or short-term market reactions.
Custom Indexing
- Lower investment costs than many mutual funds and ETFs
- Tax-managed investment strategies
- Index portfolio tailoring to your specific objectives
- Regular tax-loss opportunities to reduce what you owe
We can build a personalized investment mix that gives you more control over taxes, helping you optimize portfolio performance and tax efficiency.
Alternative Investments
- Access to investments not available to most individual investors
- Potential for steadier returns during market volatility
- Additional income sources
- Available for individuals who meet certain requirements
We offer unique investments beyond stocks and bonds, which can help smooth out your portfolio’s ups and downs while offering the potential for higher returns.
Private Equity Investments
- Potential for higher growth over longer time periods
- Exposure to different types of businesses and markets
- Professional management of complex investments
- Suitable for investors who can commit funds for several years
For qualified investors, we also offer access to investments in private companies that aren’t publicly traded.
Stocks, Bonds,
Mutual Funds & ETFs
- Individual stocks and bonds for your individual goals
- Low-cost mutual funds and ETFs
- Focus on long-term growth rather than short-term gains
- Dividend and income strategies tailored to current income needs or reinvested for growth
Rather than trying to time the market, we carefully balance traditional investments based on research and long-term goals to create the right mix for your situation.
Structured Notes
- Customized exposure to particular investment themes
- Some downside protection in volatile markets
- Carefully evaluated to make sure they fit your goals
- Used when they add real value to your overall plan
Structured notes are custom investments that let you participate in market growth while limiting how much you could lose if markets go down.
Real Estate
- Real estate investment trusts (REITs) for easy access to investment opportunities
- Property investment guidance when appropriate
- Potential for regular income and long-term growth
- Protection against rising costs over time
Real estate can provide steady income and help protect against inflation, all while diversifying your investments.
Why Choose CapTrust for Investment Management?
As fiduciary advisors, we’re dedicated to serving your best interests, not selling products.
Fiduciary Advice
That puts your goals at the center
Independent Structure
With no sales commissions or pressure
Experienced Team
Bringing decades of investment guidance
Proven Strategies
Built on transparency and trust
Our Commitment to You
We believe good financial planning is built on partnership, and we’ll work together to grow and protect your wealth through clear strategies and reliable guidance. Our approach is personal, evidence‑based, and designed to adapt as your life and goals change.
Let’s create a plan that helps you build confidence today and preserve your legacy.
