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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.


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.



CAPTRUST’s Wes Collins on Financial Wellness at Work

PLANSPONSOR recently published an article written by Wes Collins, senior manager of participant advice services at CAPTRUST. Collins explains that plan sponsors should consider educational programs that help their workers understand what financial wellness looks like at different ages and career stages.

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