Building the legacy you want by guiding your wealth across generations.
Collaborating with families to achieve peace of mind through the deep expertise, personalized touch and perspective that we offer.
We are classically trained portfolio managers with over 125 combined years of experience in both bull and bear markets – dedicated to serving private investors like you and your family.
Partnering for success with families by delivering objective financial advice driven by your unique goals.
Dedicated to delivering a true fiduciary experience built on trust and transparency.
We go above and beyond for our clients by listening, understanding and advising. Why? Because you’re entrusting us to guide your family and the trust you place in us means everything.
1210 5th Avenue, Suite 275
San Rafael, CA 94901
235 Montgomery Street, Suite 812
San Francisco, CA 94104
403 South Sapodilla Avenue, Suite 713
West Palm Beach, FL 33401
Bull and Bear Go To Market
Preparation is the Key to Retirement
Retirement Accounts When You Change Your Job
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.
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.