CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing investment advisory services to retirement plan fiduciaries, foundations, and endowments, and comprehensive wealth planning services to executives and high-net-worth individuals.
The Triangle Business Journal recently released its list ranking firms by number of licensed financial planners in the Triangle. The list was locally researched and places CAPTRUST in the number two spot.
Seeber was recently included in a Forbes article originally published in Next Avenue, a Twin Cities-based affiliate of PBS. The article focuses on the financial impact that substance abuse can have on savings.
The survey primarily focused on nonprofits with long-term investment assets between $10 million and $100 million and included more than 150 responses.
