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Plan Your Future without Sacrificing the Present

In an ever-changing world where you work hard for your money, you are entitled to 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.

How We Work

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:

A Focussed Approach

We build relationships by listening, asking the right questions and delivering on reasonable expectations.

Clear Objectives

We seek to maximize after-tax, inflation and risk-adjusted returns. Years of experience have prepared us to guide you through your life transitions.

Customized Investments

We develop tailored solutions to help clients protect and grow their wealth.

Services

Financial Planning

The financial planning process guides clients to realistic and attainable goals and creates a road map to achieving those goals

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Investment Management

Capital Trust Advisors creates custom asset allocations and portfolios based on each client's objectives and risk tolerance

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Integrated Team Approach

Our advisors average 25 years of financial services experience, which gives us a thorough understanding of the complexities and challenges faced by our clients

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"Planning is bringing the future into the present so that you can do something about it now." - Alan Lakein

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