Caritas SF Trust Investing

Contact us to learn more about our investing options.

Our offerings include:
- Acquisition financing, including leveraged and bridge solutions
- Specialized equity services such as share repurchase programs and employee stock plan services
- Equity and fixed income underwriting, distribution, and investing through our extensive network
- In-depth equity research with sector expertise
- Public and private offerings of equity securities
- Risk management solutions for credit, interest rate, equity, commodity, and foreign exchange exposures
- Sophisticated real estate financing solutions such as sale leasebacks and synthetic leases
- Structured transactions including securitization of a variety of assets

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We can help you with:

• Financial Planning
• Retirement Planning
• Mutual Funds
• Stocks and Bonds
• Tax-deferred Annuities
• Insurance Services