Other Asset Pools
Investment advisory and fiduciary services delivered by experienced advisors for your organization.
How we can help.
We help organizations manage committee-governed institutional asset pools against long-term objectives or liabilities.
CAPTRUST works with a wide array of organizations to manage institutional assets pools, including insurance general accounts, operating reserves, VEBAs, GHADs, LOSAPs, loan pools, prepaid cemetery funds, and captive and self-insurance pools.
The common theme across these diverse clients and asset pools is that they are governed by a committee that is responsible for investment oversight and that they are managed relative to a specific long-term goal or liability.