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Wealth Management

We help our clients plan and manage their financial lives so they can focus on the non-financial aspects of their lives that are most important to them.

Defined Contribution Plans

We help 401(k) and 403(b) plan sponsors manage their plans more effectively with our independent advice on investments, plan design, participant engagement, vendor management, and fiduciary process management.

Defined Benefit Plans

We remove complexity for pension plan sponsors by providing comprehensive, customized solutions that address the risks inherent in liability measurement and the capital markets.

Nonqualified Executive Benefits

We help deferred compensation plan sponsors recruit, retain, reward, and retire their most valuable employees by providing comprehensive service rooted in a fiduciary mindset of independence, objectivity, and transparency.

Foundations and Endowments

We remove investment complexity by providing comprehensive, customized solutions designed to help foundations and endowments accomplish their unique objectives.

  • A Return to Normalcy?

    02.06.2018

    After returning more than 21 percent last year and jumping up another 7.5 percent through late January, the stock market has declined nearly 8 percent from its close on January 26. This decline brings us back to mid-November 2017 price levels. You may be wondering what caused the downdraft, when this period of volatility will end, and if you should be worried.

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  • The Baton Passes from Monetary Policy to Fiscal Policy

    01.29.2018

    With passage of the Tax Cuts and Jobs Act in December, the “stimulus baton” has emphatically been passed from monetary policy to fiscal policy. The resulting $200 billion of tax cuts will stimulate the economy even as monetary policy tightens.

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  • What Does the New Year Hold?

    12.27.2017

    CAPTRUST Senior Director John Curry outlines our predictions for plan sponsors, participants, and the retirement industry in general in the new year. These predictions contain the accumulated insights of our business line leaders, financial advisors, and client-facing service associates as they look forward to 2018.

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Announcements

Upcoming Webinar! Rising Interest Rates

02.09.2018

In this upcoming webinar, CAPTRUST Defined Contribution Practice Leader Scott Matheson and colleagues Jennifer Doss and David Hood will present their views on what plan sponsors need to know about rising interest rates and the impact on retirement plans.

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Press Releases

CAPTRUST Merges with Knox Capital Group

02.07.2018

CAPTRUST, one of the nation’s leading wealth management and institutional advisory firms, announced that Salt Lake City-based Knox Capital Group, one of Utah’s premier wealth management firms, has joined the family, bringing with it over $300 million in client assets.

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Announcements

VESTED, Winter 2018

02.06.2018

We are pleased to announce that the Winter 2018 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail this week. If you are interested in receiving VESTED Magazine, please let us know via email.

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