Capital Trust Advisors
Capital Trust Advisors provides objective portfolio management and customized long-term investment strategies for families, closely held businesses and nonprofit organizations. The firm provides a full range of investment and wealth management services, with a focus on managing risk and growing your wealth. Your assets are held by Charles Schwab or another independent qualified custodian, providing confidence and peace of mind.
Capital Trust Advisors is completely independent and unbiased, and we are dedicated to providing our clients with high quality personal service. We excel at delivering coordinated and identifiable solutions which simplify our clients’ lives. Our unique insight stems from our ability to listen attentively which leads to a highly personalized set of recommendations. The goal is a lasting and trusted partnership with each of our clients.
Our mission is to deliver a high level of comprehensive investment guidance, in order to achieve optimal financial results for our clients. Objectivity and accountability create the framework for our success. Most importantly, we work for you as a trusted fiduciary and advisor – now and always.
A Focused Approach
We build relationships by listening, asking the right questions and delivering on reasonable expectations.
A Clear Objective
We seek to maximize after-tax, inflation and risk-adjusted returns.
We develop tailored solutions to help clients protect and grow their wealth.