Our Investment Philosophy
At CapTrust we believe our client’s success hinges on following a sound investment philosophy. Our approach to capital markets has been developed through years of experience and serious examination. To successfully guide clients in the construction and management of their portfolios we adhere to the following principles:
- A Plan – Designing a personalized plan is imperative for investing success. At the heart of each plan are client’s highest-priority goals. We want to understand their past, join them in the present and help them prepare for the future. Implementing a sound, tested investment strategy designed to provide the resources necessary to attain those goals is the outflow of each clients plan.
- Discipline – In order to make better investment decisions, prudent judgment and discipline must replace emotion. Strategies will only be implemented when a measurable and repeatable potential benefit can be demonstrated.
- Play to Win – We believe in the value-add of active management as a means to seek to enhance indexed returns over time. However, passive strategies will periodically play an important role within our clients’ portfolios. In addition, with the intent to capture excess market return and/or decrease risk, we will recommend tactical portfolio shifts that intentionally deviate from the long-term allocation in response to perceived opportunities or threats in the market.
- Empower – We highly value regular interaction with our clients and hold ourselves accountable to the consistent review of each client’s progress toward their investment plan. Furthermore, ongoing education whereby clients are equipped to make informed, quality investment decisions is a priority of each client relationship.
