CAP STRAT

Discover our independent, collaborative approach to advisory services, asset management, and private wealth.

What we offer

The latest video:

Inflation is Cooling. Here’s What That Means For You

Advisory
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For Business Leaders

We provide investment advice and strategic consulting for organizations in need of expertise in managing retirement plans and organization assets.

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The latest video:

ESG | Deep Dive

Assets
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For Organizations

We support organizations in need of a partner to oversee some or all of their investment management duties.

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The latest video:

This Is Why the Fed Just Crushed the Housing Market

For Individuals/Families
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For Individuals & Families

We help people confidently plan for their life and legacy milestones and find peace of mind.

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The latest video:

Consider Tax-Loss Harvesting

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Company Culture

The CAP STRAT Way

At CAP STRAT, we do things differently. As an employee-owned, independent, and fee-only firm, our clients are our motivation–and our cornerstone. We invite you to see how you can benefit from the services and expertise of our ​​full team, today, tomorrow, and beyond.

What we believe

Service Offerings

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Fiduciary Investment Advisory

We are trusted strategic advisors for fiduciaries at all kinds of institutions, helping business leaders and committees meet their governance goals.

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Asset Management

Organizations trust us to help manage their most valuable assets, including retirement plans, endowments, foundations, operating, and reserve accounts.

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Private Wealth

We help individuals and families with $2mm or more in investable assets reach their financial goals and leave a lasting legacy, through personal connections and clear communication.

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Latest Videos

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