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Investment Approach

When serving as Corporate Trustee, Executor or Agent for Trustees in the investment process, Family Capital’s goal is to balance the current income needs of clients with their overall objective to accumulate, protect and conserve assets for themselves and for future generations.

Family Capital works with investment professionals who follow an integrated approach to managing client portfolios.  Typically this effectively incorporates financial, estate and charitable considerations into a customized portfolio focused on long-term investing in high quality stocks, bonds, master limited partnerships and other traditional, conservative investment vehicles.

Family Capital also provides a full range of investment services using professional portfolio managers assuring that the oversight of family trusts is in experienced and capable hands.