Investment advisory and fiduciary services delivered by experienced advisors for your organization.
How We Help
We help religious organizations balance faith and finance to help meet their organizations’ goals.
As the market leader working with religious institutions, CAPTRUST has developed services to address the special demands of institutions such as church-affiliated endowments, foundations, healthcare providers, and education institutions.
CAPTRUST can help with investment manager search and selection, investment policy creation, ESG investing, portfolio design, performance measurement, retirement plan consulting and design, and fiduciary education.