OUR PHILOSOPHY

Fiduciary Prudence, Mindful Stewardship, Repeatable Process with Cost-Effective Implementation.

As fiduciary investment advisors, the professionals FinTrust Capital Advisors believe in a long-term focused, diversified, disciplined, value driven approach to investing is the best way to meet the prudent expert standard  and balance the competing needs of investing for income, safety of principal, and growth of capital. So whether you are investing for income, investing assets to match liabilities, looking to hire a 3(38) fiduciary manager, or just investing for growth, we can help.

INVESTING FOR INCOME

Do you need to build a portfolio that balances income and safety of principal? If so, it is important to understand that the world of income investing is not as simple as it used to be.

Do you have questions about how this could work for your business or institution? Contact us today to schedule a meeting.

ASSET LIABILITY MANAGEMENT

Are you a defined benefit plan or cash balance pension plan that needs to earn a specific return while controlling portfolio volatility? Do you need to manage your assets in order to meet a defined liability stream? Assets and liability management can take many forms, depending on an organization’s unique circumstances. Today, the art of good asset liability management may require putting together a collection of assets and strategies such as fixed income, dividend stocks, traditional growth stocks, and alternative fixed income and equity strategies.

Do you have questions about how this could work for your business? Contact us today to schedule a meeting.

3(38) FIDUCIARY MANAGEMENT

Are you an ERISA plan looking for a 3(38) fiduciary manager?

If so, FinTrust’s team of ACCREDITED INVESTMENT FIDUCIARY® professionals and CHARTERED FINANCIAL ANALYST® professionals can help. Contact us today to schedule a meeting.

INVESTING FOR GROWTH

Do you desire to build a portfolio that will grow in value through capital appreciation? Today, the art of good growth investing that generates the highest possible return at the lowest possible risk may require putting together a collection of assets and strategies such as traditional growth stocks, total return focused fixed income investments, real estate, or private equity and early stage venture capital investments.

Do you have questions about how this could work for your business? Contact us today to schedule a meeting.

LET'S TALK

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