Client Growth Opportunities Captrust Advisor Group signed a new client in April, showing willingness to expand its client base. Leveraging this momentum, targeting similar independent financial advisors seeking alternative investment platforms can lead to new client acquisitions.

Portfolio Diversification Potential Captrust invested in various assets like Apple Hospitality REIT, Monroe Capital, Pebblebrook Hotel Trust, and others, showcasing an interest in diversifying its investment portfolio. Offering complementary investment products and services to enhance their diversification strategy can be a promising sales approach.

Transition Support Opportunity With Benton leaving Captrust to start his own firm after 13 years, there might be a need for transition support services for executives or key personnel departing the company. Providing tailored consulting or advisory services for such transitions can open up new business opportunities.

Financial Advisory Services Demand As one of the largest independent financial advisory firms with significant client assets under advisement, Captrust demonstrates a strong demand for financial advisory services. Offering specialized advisory solutions or financial planning services can cater to this demand and attract potential clients.

Competitive Analysis Opportunity By comparing Captrust with similar firms like Mercer Advisors and Hightower Advisors in terms of service offerings, employee size, and revenue, identifying competitive advantages and positioning strategies can help in highlighting unique selling points and standing out in the market.