We use a personalized approach to apply our multidisciplinary skills to transform complexity into clear findings, offer straightforward advice and thoughtful guidance to address our clients’ unique objectives.
Working for You—and Only You
CAP STRAT is independent, not dually registered as a broker/dealer, and always required to act in our clients’ best interests. And all of our investment research, recommendations, and advice are developed internally by our investment team.
Our Services
Advisory Services Your Organization Can Trust
Let us apply our proprietary research, knowledge and skills to manage your organization’s assets, including retirement plans, endowments, foundations, operating and reserve accounts.
Customized Investment Management
We act as an independent Fiduciary investment manager, lightening the load for busy organizations looking to delegate.
Planning for Your Family’s Future
Our holistic approach to asset management and advisory services is designed to help you grow, sustain and transfer your wealth, while you pursue the passions and interests that fulfill you and your legacy goals.
NO COMMISSIONS
True Transparency
We don’t sell things, and we don’t receive commissions. As a fee-only firm, our only goal is embracing true transparency to establish trust-based relationships and help you make financial decisions focused on your desired outcomes.
CAP STRAT Women's Forum
Working for Equity
In response to the lack of women in finance, we started CAP STRAT Women’s Forum in 2015. Today, it’s a thriving and authentic community that helps women achieve professional, personal, and financial success.