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 see how you can benefit from the services and expertise of our full team, today, tomorrow, and beyond.
Advisory
For Business Leaders
We provide investment advice and strategic consulting for organizations in need of expertise in managing retirement plans and organization 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 confidently plan for their life and legacy milestones and find peace of mind.
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Service Offerings
Fiduciary Investment Advisory
We are trusted strategic advisors for fiduciaries at all kinds of institutions, helping business leaders and committees meet their governance goals.
Asset Management
Organizations trust us to help manage their most valuable assets, including retirement plans, endowments, foundations, operating, and reserve accounts.
Private Wealth
We help individuals and families with $2mm or more in investable assets reach their financial goals and leave a lasting legacy, through personal connections and clear communication.
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