Our History

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.

WEALTH

Wealth Management

To create a successful investment plan you must establish objectives, create an appropriate strategy, imple-ment solutions and constantly monitor progress. We work with you to build an investment plan that encompasses your goals and the levels of risk you are prepared to take.

At True Capital, we have developed asset allocation models comprised of traditional and alternative investments that seek to minimize volatility and maximize returns.

Our Philosophy & Approach

Advisory

Our core philosophy is focused on providing a distinctive blend of investment opportunities and family office services for our clients.

Communicate

We establish a close working relationship with our clients through frequent meetings and accessibility to our comprehensive team.

Educate

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.

Invest

We focus on building relationships with our clients that last long after they have retired.

Transparent

Reporting is essential to what we do – it’s consistent, current, accurate and above all transparent.

Protect

We are able to partner with the largest and best banking institutions and elite global managers.

Family Office Services

Our team of experienced financial advisors and client relations managers work hand-in-hand to provide high quality services to assist you and your family.

Bookkeeping & Bill Pay

Our bookkeeping services provide you with the transparency necessary to monitor your monthly activity and keep you on track for your long term goals. Our team categorizes all of your income and expenses into annual condensed statements that simplify tax preparation and provide the backbone for our cash management services. Our thorough bill pay process removes the headache and hassle of managing timely invoices and payments while still ensuring you have complete control and approval of your finances. We coordinate the payment of all of your bills so you never miss a due date.

Concierge Services

We understand how busy and complex your life is. That is why we offer a fleet of concierge services designed to take the hassle out of travel planning, relocation, vehicle shipments, entertainment and family matters. Over the years, we have managed extensive and varied requests from our clients and their families. As the saying goes, ‘we’ve seen it all’ and we are readily prepared to assist in managing your endeavors while providing you and your family with peace of mind.

Cash Management & Budgeting

Our team will create and manage a financial plan to al¬locate current and future income towards expenses, debt repayment, savings and investments. Budgeting is critical in preparing you to navigate short term obstacles while balancing long term goals. We have developed a systematic review process to monitor cash flow that allows you to maintain your lifestyle and continue saving for the future.

Custom Reporting & Personal Financial Statements

Our timely reporting details all aspects of your financial world. We actively analyze fluctuations and discrepancies in order to create the most useful report possible. Our experienced team highlights your activity as it relates to your goals and continually monitors your accounts.

Estate Planning & Administration

At each stage of your life, we work with you to ensure your estate is safeguarded for generations to come. Our team of legal partners help guide you through the process of succession planning. Together we coordinate a plan that is consistent with your financial goals and intentions. Our partners specialize in trust administration, estate planning, multi-generational wealth transfer and oversee the preparation of all estate documents for you including wills, trusts, health directives and 529 plans.

Financial & Retirement Planning

Our advisors work with you to outline your personal and financial goals and plan for your retirement. Together we will analyze and review all aspects of your financial situation, outline a plan and make recommendations on how best to achieve your goals. We will continually check in and review your status to ensure it continues to incorporate changes in your life and is in accordance with your overall plan for retirement.

Foundation & Charitable Giving Guidance

We help you to identify the philanthropic values and interests you have and connect those with your giving. We will assist you in creating a plan and recommend the proper avenues for charitable giving. Our focus includes individual giving, donor advised funds, endowments and standalone foundations. We assist in the creation of foundation organization and financial documents in order to ensure a successful future.

Investment Services

Our focus has always been on creating and maintaining an open architecture platform for our clients. For fixed income and equities, we use industry-leading third party managers with a range of investment opportunities and a disciplined investment process. We also manage and operate our own proprietary real estate and venture funds.

Lending & Credit Monitoring

Building financial security requires careful management of personal liabilities. Whether you are buying a home, purchas¬ing a car or establishing a line of credit, True Capital is here for your financing needs. In addition, protecting your credit is critical to acquiring appropriate financing. We partnered with programs to monitor and maintain your credit rating in order to maximize your borrowing power.

Private Banking

Our extensive relationship with private banks and financial institutions provides you with a team of experienced professionals who offer integrated banking solutions delivered with the highest level of service. Whether managing credit, deposits or cash, our banks work seamlessly with your client relations manager to customize solutions that meet your banking needs.

Real Estate Services

Managing Real Estate is an important part of your overall wealth management. We can assist you with a wide range of services related to your real estate transactions. Our team provides consulting services associated with contract negotiation, financing, due diligence and advisory oversight of the execution of purchases and sales of various types of property.

Risk Management

Planning for the unexpected may be the most difficult aspect of wealth management. We believe that it is critical for you to be prepared for the unknown. We work with asset protection specialists and insurance providers to assist in minimizing your risk and protecting your assets. Our areas of focus include life, health, disability and property and casualty insurance.

Tax Advisory Services & Legal Coordination

Tax planning is essential to the development and execution of your overall financial plan. We offer year round tax planning – not just end of year compliance. We work to create optimal tax savings by teaming up with agents, accountants and outside advisors to understand your complete tax picture. Our services include research and consulting on various tax matters, annual tax preparation and managing tax audits and inquiries on your behalf. Our partnerships with your team and our outside tax specialists ensure your tax liabilities are minimized and deductions are maximized. Additionally, our team of legal advisors are ready to consult on legal issue including corporate, foundation, estate or family planning, marital agreements, etc.

Clientele

Our Clientele

Our clients span the globe primarily within the sports and entertainment industries. In addition, we believe our services are well suited for high net worth individuals and their families. Through their remarkable stories and ever-changing lifestyles we build custom financial plans that meet their immediate needs and sustain their income for years to come.

We understand the complex challenges they face at various phases of their career and the comprehensive solutions that are required. With a focus on education and commitment to financial transparency, our systematic approach prepares our clients for a prosperous life.

Our Team

“Individual commitment to a group effort – that is what makes a team work, a company work, a society work, a civilization work.”

–Vince Lombardi

Executive Team

Doug Raetz

CEO

Heather Goodman

COO & President

Karin Blair

CIO

Michael Germain 

Chief Financial Officer

Katherine Dowling

General Counsel & Chief Compliance Officer

Advisors

Kenny Sorosky

Managing Director

Justin Bass

Managing Director

Jake Bond

Managing Director

Lori Forthmann

Brand Ambassador

Chris Schlatter

Vice President

Travis Henry

Vice President

Operations

Lisa Barringer

Client Tax & Legal Consultant

Jason Dufloth

Director of Operations

James Danforth

Director of Alternative Investments

Patrick Hunt

Investment Manager

Dehong Huang

Finance Manager

Hugo Tang

Investment Associate

Brian Barragan

Operations Manager

Ricardo Aguilar

Senior Operations Associate

Patrick van der Linde

Senior Operations Associate

Yamie Moreno

Finance Senior Associate

Omar Mayar 

Operations Associate

Client Relations

Brittanie Budinger

Client Real Estate Transactions

Dani Fitzgerald

Associate Vice President

George Lujan

Associate Vice President

Turel Karaman

Client Relations Manager

Stephanie Anderson

Client Relations Manager

Morgan Cooney

Client Relations Manager

Patrick Drolet

Client Relations Manager

Kevin Lichtig

Client Relations Associate

Antonio Stephenson 

Client Relations Associate

Administrative

Angela Tripido

Executive Assistant

Juliann Perkins

Human Resource & IT Specialist

Anne Sullivan

Company Concierge

Operations Associate

Get in Touch

For press inquiries please call us contact us by email at: info@truecapitalmgmt.com

info@truecapitalmgmt.com

San Francisco Headquarters

101 Montgomery Street
Suite 2800
San Francisco, CA 94104
Tel: 415.538.3600
Fax: 415.538.3601
Toll Free: 888.292.8299

Los Angeles Office

10100 Santa Monica Blvd.
Suite 2300
Los Angeles, CA 90067
Tel: 310.712.6476
Fax: 323.978.1673