Healthcare and Educational Organizations

For private and public educational institutions, healthcare and hospital organizations, and their affiliated foundations.

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How Can We Help?

Our advisors work closely with educational institutions and healthcare management teams and investment committees to understand operating environments and optimize the risk and return profiles of investment program assets.

We provide co-fiduciary support for education-focused nonprofits, affiliated foundations, and healthcare organizations such as hospitals, clinics, and assisted living facilities that are striving to support the education, health, and well-being of their communities.

CAPTRUST focuses on your mission when developing investment policies and making recommendations. This way, we can balance the need for growth with required risk management to guide our clients’ operating and long-term reserve investment programs. We also provide retirement plan consulting services to educational healthcare organizations and advisory services to affiliated foundations.

Our Suite of Services

Asset Allocation

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

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.

Donor Development

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

ESG Investing

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

Fee Benchmarking

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

Investment & Spending Policy Development

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

Manager Search & Selection

Identification of investment managers fitting a particular profile for inclusion in an endowment’s investment strategy.

Nondiscretionary Investment Advice

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

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.

To truly enrich the lives of our clients, we have to start by working backwards. First, we need to understand what people need and what problems we can help them solve. Then we can make sure they have the right tools and resources to succeed. That’s the way we’ve structured our firm and grown it over the years—by working to understand what people want and need.

J. Fielding Miller Chairman and Chief Executive Officer

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Resources

Stay Up to Date

CAPTRUST provides industry-leading insights, opinions, and recommendations for endowments and foundations through a suite of thought capital that includes our quarterly market thoughts and investment strategy, plus topical webinars, articles, videos, and our nonprofit-focused monthly podcast, Mission + Markets.

Nonprofits

11.19.2024

Investment Committee Best Practices for Nonprofits

Wealth Management

11.6.2024

Market Thoughts: 2024 Election

Retirement Plan Services

11.1.2024

IRS Announces 2025 Retirement Plan Limitations

Nonprofits

10.31.2024

Building a Diverse Board Pipeline