Menu

Who We Are

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.

Guiding Principles

Guiding our Firm 

In the spring of 2004, our entire firm collaborated on an initiative to memorialize our company's Mission. As true today as it was then, our mission reflects our core values and shared commitment, and guides us on how best to serve our clients, relate to our colleagues, interact with our business partners, and support our communities.

Our mission is to enrich the lives of our clients, colleagues, and communities through sound financial advice, integrity, and a commitment to service beyond expectation.


undefined

Guiding our Work

Objectivity and Independence are Paramount

The cornerstone of any successful advisory relationship is objectivity. Our firm is owned and operated exclusively by our employees. This structure of ownership and independence ensures that neither we, nor our recommendations, are influenced by anything other than your best interests.


Collective Experience is Essential

High-value advice comes from the wisdom of collective experience. Our service model is built upon this team approach and has been recognized for excellence by our peers. We believe financial wisdom is gained through collective experience and are pleased to let our hindsight be your foresight.


Discipline is Required

Consistent, long term results are best achieved with a proven and disciplined approach. Our consulting process is built around this concept, which enables our clients to remove emotion from their decision making. This approach provides the necessary structure and practices; yet can be customized to respond to each client's unique objectives.

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.

Read More

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.

Read More

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.

Read More