Our Services

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Religious Institutions


CapTrust recognizes the unique challenges that religious institutions face in unifying faith and finance.

As one of the largest providers of investment consulting services to religious institutions, CapTrust is a strong steward of religious investment assets.

Our diverse clientele of Faith Based Institutions include:

  • Archdiocese and Diocese
  • Catholic Universities and Schools
  • Faith Based Health Care Institutions
  • Other Faith Based Organizations

We provide investment consulting services to faith based organizations across a broad range of investment portfolios, including Lay and Priest Pension and Retirement Plans, Trusts, Endowments, Foundations, and Deposit and Loan Funds.

Our dedicated Religious Services Group consists of a broad based team of investment consultants with expertise in all aspects of investments and administration.

We believe a few of the primary reasons that religious institutions work with
CapTrust are:

Our understanding of the ethical values and structure of religious institutions and the rules and guidelines that govern the investment decision making process.

We recognize the many challenges related to managing the assets, liabilities and resources of the Catholic Diocese and have crafted a suite of services that are tailorable to meet the unique needs of our clients within this group.

We facilitate Socially Responsible Investment solutions consistent with those issued by the United States Conference of Catholic Bishops (USSCCB), which can be implemented by a wide variety of investment managers and faith based organizations.

We approach each assignment with an eye toward improving investment decision making and also to help committees fulfill their obligation as trusted stewards and fiduciaries.

We view our role as that of an additional member of your Finance Council, Board of Trustees, or member of your staff providing a consistent level of service that is independent and objective. We believe the ability to create a mutually successful partnership with our clients is our key strength.

We are proactive in identifying potential problems and recommending solutions.

Our company's foundation and business ethics are embodied in 3 tenets: INSIGHT, INDEPENDENCE and INTEGRITY.