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Mike Blair Named Top 401(k) Advisor

The Financial Times recently recognized CAPTRUST Senior Vice President and Financial Advisor Mike Blair among its Top 401 Retirement Advisers in its inaugural list publication. The Financial Times is one of the largest international daily newspapers specializing in financial and economic news and issues. This prestigious list recognizes top-tier financial advisors who specialize in serving the needs of defined contribution plan sponsors and participants.

The FT’s rigorous screening process considers a number of factors, including defined contribution assets under advisement, growth of defined contribution plans and assets, specialization, experience, participation rates in advised plans, industry certifications, and compliance record. The list includes financial advisors from 41 states who are driving the growth of the defined contribution business. The average advisor on the list has 18 years of experience and advises on more than $770 million in retirement assets.

Blair joined CAPTRUST in 2009 and is responsible for providing retirement plan advisory services to corporate fiduciaries, as well as comprehensive wealth management services to high-net-worth investors, private foundations, corporate executives, and business owners. He has worked in the industry since 1979.

About CAPTRUST Financial Advisors

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, NC, the firm represents over $170 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Michigan, Minnesota, Missouri, New York, North Carolina, Ohio, Pennsylvania, Texas, and Virginia.

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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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