About Us

Capital Strategies specializes in helping organizations successfully manage their investment and retirement programs.

We are the standard-bearer of absolute independence – combining a conflict free business strategy, exceptional service, adaptability, and the right people to partner with you in achieving peace of mind.

Our comprehensive advisory services are tailored to meet the broad needs of each client based on their specific goals and objectives. The hallmark of our firm is grounded in our absolute independence which ensures that 100% of our recommendations are made in your best interest.

History

In 2003 after many years of financial industry experience, Capital Strategies’ founders joined forces to build an organization committed to delivering truly independent conflict-free advice regarding investments and other aspects of retirement programs that impact the success of plan sponsors and fiduciaries. Our clients were seeking our comprehensive expertise, in-depth knowledge to craft fact-based decisions and leadership to support the approval and implementation of these solutions.

Who We Are Today

Capital Strategies specializes in helping organizations successfully manage their investment and retirement programs. Our institutional pools of assets include defined benefit plans, defined contribution (401(k), 403(b), 457 and non-qualified) plans, operating accounts, endowments and foundations. A highly specialized and growing firm, we have built a powerful, independent research team so clients can rely on our independent perspective and assurance that recommendations are made solely in their best interest.

Community Involvement

Each year, Capital Strategies is pleased to support a number of organizations whose initiatives inspire us. We contribute to them financially and through sweat equity – actively involved in their programming, activities and/or events.

We are inspired by these organizations – their committed leadership, volunteers and most importantly, the people and causes they serve and the lives that are enriched as a result of their missions. To learn about some of the organizations that Capital Strategies has recently had the privilege of supporting, click here.