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What We Do

CAPTRUST Financial Advisors specializes in providing investment advisory services to retirement plan fiduciaries, endowments, and foundations, and comprehensive wealth planning services to executives and high-net-worth individuals.

What We Do

CAPTRUST specializes in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high-net-worth individuals.

Wealth Management

Individual Investors and Families

Wealth planning, risk management, and investment services. 

Executives and Business Owners

Corporate benefits planning, risk management, and investment services.

Professional Athletes

Cash management, risk management, and post-career planning for the unique needs of professional athletes.

Retirement Plan Participants

Wealth management services for participants in CAPTRUST-advised retirement plans.

Institutional Consulting

Retirement Plans

Investment advisory and fiduciary services for retirement plans, including 401(k), 403(b), defined benefit, and nonqualified deferred compensation plans. In addition to 3(21) investment advisory services, we offer 3(38) investment management for plan sponsors interested in discretionary services.

Endowments and Foundations

Investment, fiduciary and risk management services for endowments and foundations.

Religious Services

As the market leader working with Catholic institutions, we have developed a range of services to address the demands of faith-based institutions.

 

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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