Investment Advisory

401(k) Consulting

Bancroft Capital helps small to mid-size businesses build and manage highly effective retirement plans for their employees. Business owners and management teams love working with us because we keep it simple. We seek to deliver cost savings and increased performance; we engage and support their employees; but we do it in a way that streamlines the entire approach so they can focus on growing their business.

Asset Management

Bancroft Capital uses our collective expertise, innovation, and strength to generate ideas and answers for our clients. In today's ever changing financial landscape clients need a solutions-oriented strategic partner. We offer our services to institutional clients across the Unites States in the corporate, government and private investment spaces.