ALWAYS PLACING YOU FIRST

Experience Trustworthy Guidance and Long-Term Investment Success with Capital Trust Wealth Management

ALWAYS PLACING YOU FIRST

Experience Trustworthy Guidance and Long-Term Investment Success with Capital Trust Wealth Management

**Begin Your Trusted Investment Journey with Capital Trust Wealth Management Today**

Asset Allocation

Our investment strategy is rooted in passive asset class investing, a Nobel Prize-winning approach grounded in rigorous academic research.

Risk Management

We focus on three key aspects of risk management: managing volatility, minimizing downside risk, and ensuring broad market exposure.

Tax Planning

We collaborate with your estate-planning advisors—attorneys, CPAs, and valuation experts—to seamlessly address all aspects of your estate.

Estate Planning

Tax-efficient investment management is essential for structuring your portfolio to minimize tax impact and maximize returns.

Asset Allocation

Our investment strategy is rooted in passive asset class investing, a Nobel Prize-winning approach grounded in rigorous academic research.

Risk Management

We focus on three key aspects of risk management: managing volatility, minimizing downside risk, and ensuring broad market exposure.

Tax Planning

We collaborate with your estate-planning advisors—attorneys, CPAs, and valuation experts—to seamlessly address all aspects of your estate.

Estate Planning

Tax-efficient investment management is essential for structuring your portfolio to minimize tax impact and maximize returns.

WHY YOU NEED THIS

Before vs After

Unclear investment goals
Uncertain risk tolerance
Inconsistent progress tracking
Ineffective portfolio design
Uncertain of the future

Defined actionable goals
Clear risk understanding
Guided & informed oversight
Tailored strategic portfolio
Strategic implementation plan

TOM BROUGH

ABOUT US

At Capital Trust Wealth Management, our mission is to provide a positive long-term investment experience built on trust and integrity. As an independent Registered Investment Advisor (RIA), we are dedicated to increasing your portfolio’s value based on your unique objectives, aligning our success with yours. Founded by Mr. Brough in 2009, our firm combines decades of financial expertise with a commitment to community impact through the Brough Family Charity.

The summary description of Hedge Access Group funds included herein, and any other materials provided to you, are intended only for discussion purposes and are not intended as an offer or solicitation of an offer with respect to the purchase or sale of any security and should not be relied upon by you in evaluating the merits of investing in any securities. These materials are not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use is contrary to local law or regulation.