We'll never tell you what you want to hear.
Unless it's what you need to hear.

Investments

Your investment plan will be tailor-made to fit your unique needs.

It is a plan that will help guide you from here to there — from the wealth you have today to the wealth you will need tomorrow to meet your financial needs, your family security and legacy objectives.

It is a plan that that will get you there in the most cost effective tax efficient manner possible.

Your assets will be held by one or more independent custodians.

We perform extensive ongoing research and due diligence with regard to each recommended investment.

In an industry crowded with wealth management providers — banks, brokerage firms, insurance companies and independent managers, all asserting the same platitudes — differences tend to blur.

What sets FCE Group apart -even more than our broad capabilities and reality-based wealth management solutions - is the customized, client-centered way in which we deliver them. Other important differentiators are our independence and the transparency that comes with it.

You can expect two very positive outcomes. The first is that you’ll be a lot better informed about the risks that may prevent you from achieving your financial goals. The second is that you will more than likely want to become a client.

© 2018 CAPTRUST
 
CAPTRUST Headquarters: 4208 Six Forks Road, Suite 1700, Raleigh, NC 27609
Long Island: 3 Dakota Drive, Suite 310, Lake Success, NY 11042 | Phone: (516) 487-8220 | Fax: 516-342-4321
Manhattan: 368 Lexington Avenue, 3rd Floor, New York, NY 10017 | Phone: (516) 487-8220
Florida: 4440 PGA Boulevard, Suite 600, Palm Beach Gardens, FL 33410 | Phone: (561) 472-0827