Our Services

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Foundations,
Endowments and Institutions


Building

Plant
Your Mission is Our Mission

Our foundation, endowment and institutional clients are working hard to make our world a better place. From healthcare to humanities, educational nurture to nature and beyond; when our clients succeed, we succeed and the world becomes a better place.

Reaching organizational service goals is the cornerstone of each institutional investment committee and dedicated individual board member we work with.

The financial landscape is overrun with information and sound bytes. Separating what matters from what doesn't can be burdensome, daunting and distracting to daily operations of any organization.

CapTrust can help.

We tailor our processes and programs to help a diverse group of foundations, endowments, institutions, faith based organizations and educational and healthcare facilities develop, implement and monitor their mission critical investment programs. We believe our tailored approach substantially increases the success rate in reaching organizational service goals. Visit "Our Approach" and "Consulting Process" under the "About CapTrust" tab on this website for more detailed information.

We know how hard you have to work to make a difference.

In 2012 CapTrust was judged a winning recipient in the Tampa Bay Business Journal's Corporate Philanthropy Awards. Over the last decade we have contributed over $1,000,000 and thousands of service hours to the organizations we work with and that our team members are passionate about.

We will never forget...Your Mission is Our Mission! When you succeed, we succeed.