ASAE - Capital Strategies, Inc

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About

Financial / Investment Services / Retirement Services, Financial Management

Consultants

Investment, Financial / Insurance / Risk Management Systems

1 More

Headquarters

151 N Delaware St, Ste 1440, Indianapolis, IN 46204-2521, USA

Capital Strategies, Inc

Empowering Not-for-Profits with Tailored Financial Insight and Ethical Management Excellence.

Specializing in the Association industry, this company provides tailored financial and asset management services to not-for-profit organizations. It offers a comprehensive range of services, including Investment Policy Statements, Retirement Plan Management, and Asset Management, all on a fee-only basis. The firm's approach is deeply aligned with its clients' unique needs, ensuring that investments are managed strategically to meet the specific objectives of each organization. This dedication to personalized service, coupled with a commitment to ethical standards, positions the company as a trusted advisor within the sector.

Active in supporting global betterment, the company and its team members consistently engage in financial contributions and volunteer efforts, demonstrating a strong commitment to social responsibility. With leadership from an experienced executive who holds prestigious credentials such as the Certified Plan Fiduciary Advisor (CPFA®), the organization navigates the complexities of financial strategies while maintaining a strong ethical footing. Its independent stance allows the organization to exist purely for the client's benefit, adopting a philosophy centered around empathy and expertise in investment choices to empower associations in achieving financial stability and growth.