CapTrust Advisors | About CapTrust: Who We Are

About CapTrust

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Who We Are


Corporate Overview

Investment

Corporate Overview

CapTrust Advisors, LLC is a privately-held, employee owned, independent investment consulting practice headquartered in Tampa, Florida. CapTrust provides investment consulting services to Institutional Investors, Corporate Retirement Plans, and Family Offices. Our staff consists of forty-nine employees, each actively supporting and working with clients. Roger E. Robson, Stephen H. Schott, and Eric W. Bailey are the principals of CapTrust Advisors, LLC in Tampa. In 2013, CapTrust celebrated its 15th year. Client relationships date back two and a half decades.

 

Our investment consulting teams include:

  • Chartered Financial Analyst Charterholders (CFA)
  • Certified Financial Planners™ (CFP®)
  • Certified Investment Management Analysts® (CIMA®)
  • Certified Pension Consultants (CPC)
  • Chartered Alternative Investment Analyst (CAIA)

Bsuiness
Our depth and professional experience are two of the greatest assets of the firm. Our specialties and backgrounds include experience in complex trust and estate issues, ERISA qualified retirement plans, and investment manager research and analysis. At CapTrust, we regard our relationship with each client as a partnership. We strive to establish long-term investment objectives and to assist our clients in monitoring their investment results to help assure the achievement of their goals. We fulfill this objective by meeting with our clients on a quarterly basis to review their investment performance and plan goals. The quarterly analysis and wealth measurement reports we produce can include all aspects of a client's investment assets. This often includes assets held at multiple financial institutions. While we have access to custody services, many of our clients utilize a variety of financial institutions. CapTrust does not provide proprietary custody services.