What We Do
At CapTrust, we offer comprehensive solutions with a customer-centric focus. Through our affiliation with McDonald Partners, LLC we provide both full-service brokerage and investment advisory solutions.
From business planning to personal financial planning and investment strategies, our approach and resources allow us to create a customized plan based on your financial goals. We have the advantage of utilizing a vast suite of investment products, while also benefiting from RBC Correspondent Service technology and support, a clearing firm since 1979.
We house a certified financial planning department, retirement specialists and a managed assets team-all dedicated to providing the most current, innovative products and advice available.
Through our personal counsel, service and guidance combined with a wide array of products and services, we are able to design a tailor-made program to suit your needs.