Barbara Best

CAP STRAT (aka Capital Strategies Investment Group LLC) is an independent, fee-only, fiduciary registered investment advisory (RIA) firm. We offer advisory and asset management to institutions to help manage corporate assets, retirement plans, endowments, and foundations. We also offer holistic advisory and asset management to individuals and families to achieve clarity around their life and legacy goals and create an optimal path to achieve them. I am very proud of every member of our talented team of professionals as each contributes to client success – which explains why Capital Strategies has been consistently identified as one of PLANADVISER's Top 100 Retirement Plan Advisory firms and early in in our tenure, won the PLANSPONSOR Retirement Plan Adviser of the Year. As a founding Partner and Principal, I have played many roles, historically focused on institutional client management and consulting, and representing the firm in our industry. Now, my primary focus is to strengthen the awareness of our firm and brand, develop and support private client relationships, co-lead the Capital Strategies Women's Forum, and offer our programming to other women’s groups. I am often a solo or panel speaker at events and conferences to share my story as a woman, an entrepreneur, and/or on specific topics: financial empowerment and well-being, barriers women face, having a positive mindset, goal setting, finding your why and purpose.