Whitecap believes in a set of key philosophical guidelines related to capital asset planning that resonate with clients as they contemplate making large investments.

  • Capital asset investments are an enabler to institutional strategy, not the reverse
  • Do not aim to solve operational issues with capital solutions
  • Maximize the use of existing assets when strategically and operationally practical before committing new capital dollars
  • Capital asset planning should be backed up by detailed, rigorous financial planning to ensure feasibility
  • Capital asset planning should always include patient and clinician input and preference
  • Capital asset planning should build in longitudinal pivot points to enable clients to adapt to dynamic market conditions