About Us

Capital Strategies specializes in helping organizations successfully manage their investment and retirement programs. Our comprehensive advisory services are tailored to meet the broad needs of each client based on their specific goals and objectives. 

History

In 2003 after many years of financial industry experience, Capital Strategies’ founders joined forces to build an organization committed to delivering fiduciary 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.