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Distance: 0.0 Mi102 W Whiting St Ste 400
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CapTrust Advisors, LLC
- 102 W Whiting St Ste 600
- Tampa, Florida
- 33602-5140
- Phone: 813.218.5000
- Website
Website Links
Description
CapTrust Financial Advisors is a privately-held, employee owned, independent investment consulting practice headquartered in Tampa, Florida. CapTrust provides investment consulting services to Institutional Investors, Corporate Retirement Plans, and Family Offices. Our staff consists of forty-two employees, each actively supporting and working with clients. Roger E. Robson, Stephen H. Schott, and Eric W. Bailey are the principals of CapTrust Advisors, LLC in Tampa. In 2013, CapTrust celebrated its 15th year. Client relationships date back two and a half decades.
Today's plan sponsor faces many challenges. From increased regulatory scrutiny, to the threat of fee lawsuits, to the need to understand more complex investment strategies, the demands on a retirement plan committee are heightened. Pension plans face different risks than DC plans, with different implications. Organizations offering non-qualified plans have their own potential problem areas. Plan sponsors need clear, unbiased advice from fiduciary partners with experience in all aspects of retirement plans.
We do not disclose any non-public personal information about our customers or former customers to anyone, except as permitted or required by law, or as necessary to provide services to you. In accordance with Sections 248.13 through 248.15 of Regulation S-P, we may disclose all of the information we collect, as described above, to certain non-affiliated third parties such as, but not limited to, attorneys, accountants, auditors and persons or entities that are assessing our compliance with industry standards.
With over 300 years of combined experience working through complex issues, our team is devoted to finding tailored services to the needs of each client.
Analyze Current Position, Establish/Define Objectives and Goals We analyze a client's current holdings and upon request provide a historical look-back of past performance. This provides a basis for the next step which is to establish/confirm the client's overall objectives and goals. After analyzing a client's current holdings, we will utilize both strategic and tactical strategies at the point of implementation.