Captrust Advisors

Annual Revenue Estimate: $50m+

AUM: $10bn-$15bn

Email Convention: [email protected]

Overview

Overall Ranking (87%)

The Overall Ranking is a score from 1 star (very bad) to 5 stars (excellent) generated based on the Company Reviews of current and former employees at this company, taking everything into account.

The number you see in the middle of the donut pie chart is the simple average of these scores. If you hover over the various sections of the donut, you will see the % breakdown of each score given.

The percentile score in the title is calculated across the entire Company Database and uses an adjusted score based on Bayesian Estimates (to account for companies that have few reviews). Simply put, as a company gets more reviews, the confidence of a "true score" increases so it is pulled closer to its simple average and away from the average of the entire dataset.

The Overall Ranking is generated based on the Company Reviews.

4.3
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  • 1 Star

Company Details

CapTrust is a privately-held, independent, investment consulting practice headquartered in Tampa, Florida with consulting offices in Miami and Bonita Springs, Florida.
We provide a wide variety of investment consulting services for our clients. We create comprehensive investment solutions for Institutional Retirement Plans, Institutional Investors and Family Office Services.

THE CAPTRUST DIFFERENCE
Experience: We have over 300 years of combined investment experience in working with financial assets. Our combined experience has taken us through many difficult periods in the financial markets where experience is most valuable.

Depth: Our firm is staffed by 15 investment consultants, 9 research and performance analysts, and additional administrative support. Our team approach to managing relationships harnesses the collective intelligence of our entire staff. Our clients are comforted in knowing there is a senior member of their team who is both knowledgeable and available to discuss the specifics of their investment plan.

Singularity of Focus: Rest assured we will continue to use some of the most advanced tools and knowledge to enhance our relationship with you and we will not be distracted by other lines of business.

Comprehensive Approach: We believe our line of services, Asset Management alternatives and extensive analysis of the financial markets and asset class behavior provides our clients with an abundance of knowledge that can be used to add value to the investment process.

Objectivity: Unlike many other consultants, we are completely objective and have no proprietary products. Our compensation is fee-based and driven by the scope of services we offer.

Custom Solutions: We recognize we are in a partnership with our clients; therefore, we need to fit services to their needs, not the other way around. We have both the willingness and capability to assist in developing and implementing an investment program that meets your needs.

Locations

Location

Tampa

See in Google Maps

102 W. Whiting Street, Suite 400 , Tampa, FL, 33602, United States

(813) 218-5000

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