As a fee-only California registered Investment Advisor, we provide customized wealth management and comprehensive investment advisory solutions. Our advice is based on client needs and objectives. We are subject to a strict fiduciary duty and thus always put your interests ahead of ours, ensuring recommendations that are best for you. Our compensation is based solely on a percentage of assets under management and we receive no commission compensation from any sources. Our goals are consistently aligned with those of our clients.
Capital Trust Advisors uses Schwab Advisor Services as custodian for our clients’ assets, providing confidence and peace of mind. For 25 years, Schwab Advisor Services has had a proven track record as the leading independent custodian for Investment Advisors. Schwab custodies over $2 trillion in client assets and has over $25 billion in net cash on its balance sheet. The Charles Schwab Corporation is financially strong, its capital structure and liquidity are sound, and its internal controls are designed to keep client assets safe.
Our investment team averages 23 years of experience in the Investment Management industry, which gives us the edge to understand the complexities and challenges faced by our clients. Clear decision-making, accountability, a bureaucracy-free environment are the hallmarks of our success. We seek to attain superior risk adjusted returns with a strict focus on diversification and capital preservation.
We offer a full range of asset management services, and we will work with all relevant professionals (such as accountants, lawyers and estate planning specialists) to ensure absolute integration among your financial strategy’s key components. Think of us as your quarterback, the go-to person who can communicate your strategy to the entire team. Our approach is holistic, and we consider all aspects of your life in managing investment portfolios.
We are an independent firm and have the freedom to give counsel with your best interests in mind. Our size and network within the investment industry help us to source “best of breed” investment solutions. Our “open platform” allows us to access the entire universe of investment solutions objectively with no biases towards any product offerings. We are not constrained by certain products or managers and can actively pursue our best strategy in your planning.
Fee Only, Objective Advice
At Capital Trust, providing fee-based advisory services is our only business and thus we have no conflicting objectives selling brokerage, banking, or insurance products. Capital Trust is not affiliated with any broker/dealer, mutual fund, or insurance company. We receive no commission compensation from any sources. Our compensation is based solely on a percentage of assets under management. As an asset-based-fee advisor, our goals are consistent with those of our clients. As your fiduciary, we are held to a higher standard of ethics than broker dealers – your interests always come ahead of ours – thus eliminating typical conflicts of interest.
Our Principals average 23 years of experience and include CFA charter holders. We have the capability to interface with other professionals on the client’s behalf to deliver an integrated, focused experience. We have ownership in the business and we work for you. We are committed to providing our clients with an unparalleled level of service and ensuring the perpetuation of capital preservation and growth in their investment portfolios.