A complete list of active advisors currently associated with Capital Trust Advisors
Warmer can help you find a great advisor at Capital Trust Advisors or one who fits your needs even better.
Capital Trust Advisors serves individual clients, including high-net-worth households, as well as trusts, estates, and other institutional clients. The firm provides discretionary portfolio management, asset allocation, and integrated financial and retirement planning, typically implementing investments through mutual funds and exchange-traded funds. Portfolios are managed on a discretionary basis and are built from a detailed onboarding process that assesses objectives, time horizon, risk tolerance, liquidity needs, and prior investment history; the firm may prepare a written investment or asset allocation policy for each client. CTA employs fundamental, technical, and cyclical analysis and implements both long- and short-term strategies, and it incorporates held-away account data via ByAllAccounts to take external holdings into account when advising clients. Noteworthy features for a firm of this size include a relatively small advisory team (three advisors) managing $402.6 million in discretionary assets across about 231 clients, and the inclusion of financial planning within its ongoing management services. The firm recommends Schwab Advisor Services for custody and receives institutional support from Schwab, and it does not accept proxy-voting authority on client securities.
To learn more about the advisors currently working at Capital Trust Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Capital Trust Advisors's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Piedmont, CA
| 26
| |
Gardnerville, NV
| 24
| |
Montgomery Street, CA
| 23
|
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