For Institutions

Strategic Asset Allocation to Support Your Objectives

Disciplined & Purposeful Institutional Investing

As a fiduciary partner, we help corporations, nonprofit organizations, endowments, and foundations build institutional and corporate investment management programs that blend long-term performance and organizational mission.

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.

Strategic Asset Allocation to Support Institutional Objectives

  • Strategic capital allocation designed around financial goals and risk tolerance
  • Cash flow and liquidity management to support spending needs
  • Balance of growth and preservation tailored to institutional mandates
  • Ongoing portfolio evaluation for alignment with organizational objectives

Proper asset allocation is at the heart of good institutional investing. We help boards, investment committees, and treasury managers create diversified portfolios that match their goals and risk policies while maintaining sufficient liquidity for operations.

Custom Indexing

  • Lower overall costs through direct ownership of index components
  • Flexibility to integrate values-based criteria
  • Improved tax and fee transparency for clear accountability
  • Seamless inclusion within existing enterprise investment strategies

Custom indexing gives you broad investment exposure at a lower cost. It lets you own the actual securities in an index while adjusting your holdings to reflect your values or policies.

Direct Investment in Individual Stocks & Bonds

  • Research-driven stock and bond selection aligned with your objectives
  • Ongoing credit review and duration management
  • Regular reporting for compliance and investment monitoring
  • Integration with corporate asset management and governance standards

For organizations that want greater control, we offer direct investment in individual stocks and bonds as part of a tailored portfolio strategy. Our approach includes in-depth research, credit analysis, and monitoring for compliance with your investment policy framework.

Mutual Funds & ETFs

  • Comprehensive investment manager selection and evaluation
  • Expense ratio and risk oversight for cost-effective solutions
  • Customized allocation to match strategic portfolio goals
  • Transparent reporting for institutional accountability

Mutual funds and ETFs can help you achieve broad exposure across multiple asset classes while balancing liquidity and diversification. We conduct deep due diligence to identify funds and managers that meet institutional requirements for performance, cost efficiency, and consistency.

Alternative Investments & Diversification

  • Hedge funds, private credit, and multi-strategy options for diversification
  • Enhanced risk-adjusted returns and downside protection
  • Careful vetting for institutions with long-term horizons
  • Integration with investment committee governance and policies

Alternative investments can strengthen institutional portfolios by reducing volatility and tapping into new sources of return. We provide access to hedge funds, private credit, infrastructure, and multi-strategy funds that align with your financial objectives.

Private Equity Investments

  • Alignment with long-term institutional and financial mission
  • Support for strategic capital allocation and ROIC goals
  • Comprehensive oversight of managers and performance metrics
  • Collaboration with committees on due diligence and governance review

Private equity investments can offer powerful growth potential when aligned with long-term mission and capital objectives. We’ll help you in evaluating and selecting private equity funds that fit your investment strategies and performance benchmarks.

Real Estate

  • Exposure to real assets for stability and inflation protection
  • REITs and direct investment options suited to institutional needs
  • Due diligence, valuation review, and oversight
  • Integration into investment monitoring and reporting systems

Real estate investments can offer reliable income, inflation protection, and portfolio diversification. We help institutions access opportunities through REITs, partnerships, and direct holdings.

Why Choose CapTrust for Corporate Investment Management?

With local roots and decades of national experience, CapTrust combines fiduciary focus with a deep understanding of institutional governance.

Fiduciary Guidance

Focused on transparency and accountability

Collaborative Partnership

With boards, committees, and finance teams

Structured Investment
Frameworks

To support policy and governance goals

Long-term Strategies

Built for financial strength and mission alignment

Let’s Design a Corporate
Investment Strategy
That Works for You

Institutional success begins with a disciplined, well-structured investment approach. Whether you manage a business, foundation, or endowment, our advisors bring clarity, structure, and stewardship to your investment process.

Reach out to start a conversation about building a results-driven corporate investment strategy that supports your organization’s future.

Take The First Step