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.
Advisory
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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Assets
For Organizations
We support organizations in need of a partner to oversee some or all of their investment management duties.
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For Individuals/Families
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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Service Offerings
Fiduciary Investment Advisory
We work with fiduciaries at all kinds of institutions, advising business leaders and committees to help them meet their governance goals.
Asset Management
Organizations retain us to help manage their most valuable assets, including retirement plans, endowments, foundations, operating, and reserve accounts.
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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