In an ever-changing world where you work hard for your money, you are entitled receive a true fiduciary experience. At Capital Trust Advisors we are committed to provide that experience. We also believe everyone deserves to have a sustainable financial plan to see them through all of life’s changes.
Our mission is to deliver a high level of comprehensive investment guidance, in order to achieve optimal financial results for our clients. Objectivity and accountability create the framework for our success. Most importantly, we work for you as a trusted fiduciary and advisor – now and always.
We accomplish this through a three-fold lens using:
We build relationships by listening, asking the right questions and delivering on reasonable expectations.
We seek to maximize after-tax, inflation and risk-adjusted returns. Years of experience have prepared us to guide you through your life transitions.
We develop tailored solutions to help clients protect and grow their wealth.
The financial planning process guides clients to realistic and attainable goals and creates a road map to achieving those goals
Capital Trust Advisors creates custom asset allocations and portfolios based on each client's objectives and risk tolerance
Our advisors average 25 years of financial services experience, which gives us a thorough understanding of the complexities and challenges faced by our clients