Consulting + Strategy
Institutional
Consulting Services
Nonprofits, foundations, endowments, corporations and family offices engage CapTrust to provide clear advice and a disciplined approach. We’ll work with your organization to lay out an investment strategy that aids in fulfilling your mission.
Who We Serve
At CapTrust, we partner with mission-driven corporations, foundations, and nonprofits that see the broader purpose in financial management. We work with organizations that care about using their resources thoughtfully, creating financial stability, and supporting the work they believe in. We bring decades of experience to your organizational challenges, from aligning investment committees to creating endowment growth strategies and drafting investment policies. Our process starts with learning what drives your organization and what you want to accomplish. Then we build strategies that connect your capital to your goals, so your organization can succeed now and keep doing meaningful work for years to come.
Corporations
Educational Institutions
Non Profits
Foundations
Family Offices
Capabilities
Investment Management
As a fiduciary partner, we help corporations, nonprofit organizations, endowments, and foundations build investment programs that blend performance and mission.
Investment
Policy
Whether you lead a corporation, nonprofit, or endowment, we design policies that reflect your mission, set clear expectations, and provide meaningful accountability.
Mission
Fulfillment
We partner with nonprofits, foundations, and mission-driven organizations to strengthen their fundraising while aligning money, mission, and meaning.
How Strong Is Your Investment Policy Statement?
"Helping clients uncover their most fulfilling life and make that life a reality is richly rewarding for our clients and a pleasure for our team. Each day I can be a part of getting to know our clients more deeply and empowering them to live with purpose and passion is a day well spent."
Ben Anderson
Financial Planning Specialist
Institutional
Expertise
Lets Talk
We’d be happy to meet with your investment policy committee.
