Advantages of Co-operation

Discover the benefits of partnering with Capital Trust Alliance

Key Benefits of Partnership

Proven Track Record

Consistent annual returns averaging 12-15% over the past decade¹

¹Based on historical performance data from 2014-2024, audited by Ernst & Young

Risk Management

Advanced portfolio diversification with guaranteed capital protection²

²Protected by Lloyd's of London Insurance, Policy #CT-2024-GL

Market Access

Exclusive access to premium investment opportunities³

³Through partnerships with top-tier investment banks and private equity firms

Performance Metrics

15.8%

Average Annual Return⁴

⁴Based on 2023 fiscal year performance, verified by KPMG
$2.5B

Assets Under Management⁵

⁵As of Q1 2024, reported in quarterly financial statements
98%

Client Retention Rate⁶

⁶Based on 2023 client satisfaction surveys conducted by Deloitte

Our Guarantees

Capital Protection

100% principal protection on qualifying investments⁷

⁷Subject to terms and conditions, backed by AIG Insurance Policy #CP-2024

Minimum Returns

Guaranteed minimum return of 5% annually⁸

⁸For qualified investors, based on structured product agreements with Goldman Sachs

Liquidity Access

48-hour liquidity guarantee⁹

⁹For standard investment products, terms defined in service agreement

Verification Sources

All performance data and guarantees are verified by independent third-party institutions:

  • Annual audits by Ernst & Young
  • Insurance coverage by Lloyd's of London and AIG
  • Regular compliance reviews by KPMG
  • Client satisfaction surveys by Deloitte

Past performance does not guarantee future results. Please read our full disclaimer and risk disclosure statement.