Capital Bank and Trust Company (CB&T) offers directed trustee and custodial services for employer-sponsored retirement plans and individual retirement accounts. CB&T also provides investment management services to institutional clients through collective investment trusts and common trust funds. CB&T's investment approach is based on fundamental research and considers environmental, social, and governance factors.
Assets Under Management$140B
Clients579
AdvisorsN/A
Avg. per Client$240M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
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