Capital Trust and Associates LLC

Capital Trust and Associates is a registered investment advisor based in Woodbridge, Connecticut, offering personalized wealth management, investment management, and financial planning services. Founded by Laura Simon, the firm acts legally in its clients' best interests and designs customized portfolios tailored to each individual's goals, time horizon, and risk tolerance. Capital Trust and Associates constructs portfolios using a wide range of investments, including stocks, bonds, exchange-traded funds, mutual funds, real estate investment trusts, annuities, and third-party money managers. The firm primarily allocates client assets through programs offered by SEI Investments Company, Morningstar Investment Services, and other independent managers. In addition to portfolio management, Capital Trust and Associates provides hourly or fixed-fee financial planning covering retirement, estate, and insurance needs, as well as educational seminars and informational newsletters.