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What We Do

CAPTRUST Financial Advisors specializes in providing retirement plan and investment advisory services to retirement plan fiduciaries, 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.

Foundations and Endowments

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

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.

 

Announcements

Upcoming Webinar! Rising Interest Rates

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

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

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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