CAP STRAT

Discover our independent, collaborative approach to advisory services, asset management, and private wealth.

What we offer

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Year-End Financial Strategies

Advisory
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For Business Leaders

We provide investment advice and strategic consulting for organizations in need of advisors experienced in managing retirement plans and organizations' assets.

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SECURE Act 2.0 Guidance For Plan Fiduciaries

Assets
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For Organizations

We support organizations in need of a partner to oversee some or all of their investment management duties.

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Market Regimes and Investment Strategies

For Individuals/Families
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For Individuals & Families

We help people pursue their life and legacy milestones by developing comprehensive financial plans to navigate their unique journeys.

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The latest video:

Year-End Financial Strategies

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Company Culture

The CAP STRAT Way

At CAP STRAT, we do things differently. As an employee-owned, independent, fiduciary-only firm, our clients are our motivation–and our cornerstone. We invite you to learn more about the services, knowledge and insights of our ​​full team.

What we believe

Service Offerings

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Fiduciary Investment Advisory

We work with fiduciaries at all kinds of institutions, advising business leaders and committees to help them meet their governance goals.

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Asset Management

Organizations retain us to help manage their most valuable assets, including retirement plans, endowments, foundations, operating, and reserve accounts.

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Private Wealth

We help individuals and families by developing financial strategies focused on their life and legacy goals, through cultivating a strong personal relationship, clear communication, and mutual accountability.

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Latest Videos

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