Who We Are
Making You And Your Legacy A Priority.
Managing wealth and investments is what we do – how we do it is what sets us apart. At CapTrust, we’re passionate about helping you live your best financial life. We take the human approach, which starts with a long look at your personal values and desires. Once we know your aspirations, our investment planners craft a roadmap for growth that aligns with who you are and what you want.
Our Mission
Whether it's our collective curiosity and drive which fuels our craftsmanship, the faithfulness in which we are committed to deliver comprehensive solutions to our clients, or the heart for and love of others which is the foundation of all we do, we're on mission to enrich the lives of those we serve.
We live these values every day, because they reflect who we are and what we stand for.
Stewardship
We are stewards, not owners – everything under our care is entrusted to us for a season.
Craftsmanship
We are professionals committed to the ongoing evidence of creative expertise in our craft.
Faithfulness
Who we are and what we do is foundational to our measure of a job well done.
Relationships
We are first in the relationship business.
We value human connection and see it as the primary place where understanding develops, and wisdom finds its purpose in life.
Gratitude
Having grateful hearts orients us correctly.
Humility
Humility grounds us and fuels curiosity.
Joy
Joy serves as a wellness barometer and energizes us.
Our Process
1. Imagine Your
Best Future
We’ll start with a conversation about you — not numbers. We want to know what security, satisfaction and happiness look like to you. Our tools will help you define and prioritize what you want to achieve, while drawing attention to any sacrifices or tradeoffs that warrant consideration.
2. Discover New
Ways Forward
We’ve got the big picture. We know what you’re about, how you think about money, and what you’d like to achieve with what you’ve earned. Now it’s time to design a roadmap that delivers results. We’ll incorporate your personal goals into models and forecasts that influence strategies that optimize every aspect of your finances for today…and for tomorrow.
3. Forge Ahead,
With Confidence
There will be surprises — there always are in life. And you’re allowed to change your priorities. Whether you’re dealing with an emergency or simply feeling the need to revisit the plan, you can count on us to guide you through. We won’t let life’s twists and turns keep you from realizing your best future.
1. Imagine Your
Best Future
We’ll start with a conversation about you — not numbers. We want to know what security, satisfaction and happiness look like to you. Our tools will help you define and prioritize what you want to achieve, while drawing attention to any sacrifices or tradeoffs that warrant consideration.
2. Discover New
Ways Forward
We’ve got the big picture. We know what you’re about, how you think about money, and what you’d like to achieve with what you’ve earned. Now it’s time to design a roadmap that delivers results. We’ll incorporate your personal goals into models and forecasts that influence strategies that optimize every aspect of your finances for today…and for tomorrow.
3. Forge Ahead,
With Confidence
There will be surprises — there always are in life. And you’re allowed to change your priorities. Whether you’re dealing with an emergency or simply feeling the need to revisit the plan, you can count on us to guide you through. We won’t let life’s twists and turns keep you from realizing your best future.
"I enjoy using my experience, knowledge, love of analytics and enjoyment of people to make sure each portfolio is thoughtfully managed with the client in mind. Working to ensure our plans are presented in an understandable manner is a very satisfying part of what I am called to do."
Jason R. Bruxvoort
Institutional Client Administrator & People Operations | Partner
Our people make all the difference
CapTrust In The Community
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Lets Talk
Your thoughts about money impact your financial choices.
Your best financial life begins with a conversation.
