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| Raleigh, NC

CAPTRUST Named to DBJ’s List of Top Money Management Firms

The Dayton Business Journal (DBJ) has ranked CAPTRUST number 17 among the top money management firms in the Dayton area. The list was compiled by DBJ’s Research Director Jane Applegate, and the winners were ranked by assets under local management. The list was published online and in the print version of DBJ, and it is scheduled to be reprinted in that publication’s 2017 Book of Lists this December.

About CAPTRUST

CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm represents more than $210 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Michigan, Minnesota, New York, North Carolina, Ohio, Pennsylvania, and Texas.

Recognition

Announcements

Upcoming Webinar! The Nonprofit Market Has Spoken

Do you want to learn more about the experiences of other nonprofits as they relate to spending, governance, asset allocation, and fundraising? If so, please join CAPTRUST’s subject matter experts for a review of our inaugural market survey’s results.

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Announcements

VESTED, Fall 2018

We are pleased to announce that the Fall 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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