CapTrust Advisors, LLC is a privately-held, independent, investment consulting practice headquartered in Tampa, Florida. CapTrust provides investment consulting services to Institutional Investors, Corporate Retirement Plans, and Family Office Services. Our staff consists of thirty-five employees, each actively supporting and working with clients. Roger E. Robson, Samuel “Bo” Perry, Jr., and Eric W. Bailey are the founding principals of CapTrust Advisors, LLC in Tampa.

Our depth and professional experience are two of the greatest assets of the firm. Our investment consulting teams include Chartered Financial Analyst charterholders (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, Certified Investment Management Analyst® (CIMA®) professionals, Certified Pension Consultants (CPC), a Chartered Alternative Investment Analyst (CAIA), and much more. Our specialties and backgrounds include experience in complex trust and estate issues, ERISA qualified retirement plans, and investment manager research and analysis.

At CapTrust, we regard our relationship with each client as a partnership. We strive to establish long-term investment objectives and to assist our clients in monitoring their investment results to help assure the achievement of their goals. One of the ways we fulfill this objective is to meet with our clients on a quarterly basis to review their investment performance and plan goals. The quarterly analysis and wealth measurement reports we produce can include all aspects of a client's investment assets. This often includes assets held at multiple financial institutions. While we have access to custody services, many of our clients utilize a variety of financial institutions.