About Us

Managing a substantial investment portfolio requires a significant time commitment and extensive knowledge of all the financial markets.  Whether you are a high net worth individual responsible for personal assets or a fiduciary for funds of a corporation, endowment, or retirement plan, you face the distinct challenge of allocating and managing these assets to achieve your investment goals.

We at CapTrust Financial Advisors can help.  Using independent, well-researched advice, we help clients simplify the process of making intelligent investment choices.  Our command is to examine a wide array of investment alternatives so we can provide clear and convincing solutions to meet your investment objectives.