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Religious Organizations

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.

Asset Allocation


Diversification of an investment portfolio across a variety of investment types with different risk and return characteristics.
Committe Developmet

Committee Development & Education

Assistance with the implementation of best practices for endowment investment committee composition and ongoing governance.

Discretionary Investment Management

Management of client investment portfolio assets based upon stated guidelines, goals, and objectives.


Portfolio reporting and capital markets perspective intended to help drive donor confidence and engagement.


Alignment of portfolio investments with an investor’s ethical considerations or values.


Periodic assessment of the competitiveness or appropriateness of fees charged by investment managers.
Data Aggregation Portal

Investment & Spending Policy Development

Assistance with the documentation of policies governing portfolio risk, investment selection, ongoing portfolio monitoring, and distributions.
Manager Search

Manager Search & Selection

Identification of investment managers fitting a particular profile for inclusion in a retirement plan’s investment menu or endowment’s investment strategy.
Client Service

Nondiscretionary Investment Advice

Portfolio recommendations and changes implemented in collaboration with an investment committee.
Retirement Plan Sponsor

Performance Reporting & Monitoring

Quarterly assessment of investment manager or portfolio returns and risk relative to peer groups and indexes.

Trustee/Custodian Search

Process oversight and assistance with identifying and selecting a trustee or custodian for endowment investment assets.

In this video, CAPTRUST’s Steve Schott discusses our depth of experience and explains why we are so passionate about what we do. He is joined by financial advisors Heidi Spencer, Kyle Campbell, and Robert Piccirilli, who further detail our commitment to Catholic investment programs.

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Raleigh, NC

4208 Six Forks Rd #1700
Raleigh, NC 27609