Doug Raetz and Heather Goodman formed True Capital in 2006 with the goal of creating an open-architecture wealth management platform specifically designed for professional athletes, entertainers and high net worth individuals. Through this innovative paradigm, True Capital forged a new path using proven methods which empower clients to grow their wealth long into retirement. Since inception, True Capital has successfully grown its asset base and expanded advisory services to athletes in all sports.
Equally as important are True Capital’s philanthropic efforts in the community and our commitment to making a difference. Recognized by the FBI for our leadership and active participation in the National Child Identification Program, True Capital is dedicated to helping protect America’s youth. Today, these strategic partnerships combined with our proven comprehensive approach to wealth management make True Capital a global leader in private wealth management.
Philosophy & Approach
Our core philosophy is focused on providing a distinctive blend of investment opportunities and family office services for our clients. As an independent RIA, we are able to present opportunities and provide objective advice that is broader than traditional banking and investment firms. Through this open architecture, we have the ability to cultivate and partner with industry leaders without a conflict of interest. As an extension of this platform, our clients are able to share opportunities with us to analyze and provide feedback. The collaborative relationship we build with our clients ensures we are able to protect and grow their wealth and legacy for years to come.
Our relationships are built on honest and clear communication. We establish a close working relationship with our clients through frequent meetings and accessibility to our comprehensive team. We concentrate on the quality of our relationships. Our relationships are based on accountability, which means we meet regularly with our clients’ to review progress and measure results compared to their objectives. This is a high touch business which requires we continually assess expectations to ensure we are meeting their defined goals.
At our core we are wealth managers. We focus on building relationships with our clients that last long after they have retired. Our goal is to generate cash flow and maximize overall return through tax advantageous instruments while combining growth opportunities to achieve overall total return. Although traditional investments are an integral piece of a portfolio, we strongly believe alternative investments provide an opportunity for overall greater return and diversification. Our comprehensive investment policy statement is reviewed with each client to outline a road map for their investment plan.
Education is the cornerstone of our philosophy. We strive to provide our clients with financial literacy in every aspect of their lives so they are better equipped to manage their financial future. They in turn share their diverse perspective to help guide our efforts and further tailor our offerings. This thoughtful exchange lays the groundwork for a deeper financial understanding for our clients. By mentoring our clients throughout their careers, we empower them to make sound financial decisions throughout their lives.
We believe asset protection goes well beyond our fiduciary duty. As an independent multi-family office, we are able to partner with the largest and best banking institutions and elite global managers to safeguard our clients’ accounts. These tenured relationships provide us with unrivalled experience, dedicated teams and extensive resources. Our clients receive the highest level of attention and know that in addition to our efforts our partners have their best interest in mind as well.
Reporting is essential to what we do – it’s consistent, current, accurate and above all transparent so that we build trust with our clients and they maintain a sense of security. We are consistently updating and adapting technology to ensure delivery of our reports and access to accounts is timely. We believe access and client awareness of account activity sparks communication and ownership that leads to greater financial success.