Wealth Management

We help our clients plan and manage their financial lives so they can focus on the non-financial aspects of their lives that are most important to them.

Defined Contribution Plans

We help 401(k) and 403(b) plan sponsors manage their plans more effectively with our independent advice on investments, plan design, participant engagement, vendor management, and fiduciary process management.

Defined Benefit Plans

We remove complexity for pension plan sponsors by providing comprehensive, customized solutions that address the risks inherent in liability measurement and the capital markets.

Nonqualified Executive Benefits

We help deferred compensation plan sponsors recruit, retain, reward, and retire their most valuable employees by providing comprehensive service rooted in a fiduciary mindset of independence, objectivity, and complete transparency.

Foundations and Endowments

We remove investment complexity by providing comprehensive, customized solutions designed to help foundations and endowments accomplish their unique objectives.

  • The U.S. Federal Reserve in the Spotlight


    Today’s Federal Reserve Bank meeting was viewed by many as the most anticipated in the Fed's history. Would Chairwoman Janet Yellen raise interest rates for the first time in more than seven years, or would recent economic weakness keep the Fed from making a policy change?

    Read More
  • The Big Choice


    CIO Eric Freedman provides an informed perspective on the latest developments in the global capital markets. Ranging from U.S. politics to central bank policy to the economy, he explains the likely impact of current events on investors' market expectations, portfolio construction, asset allocation, and portfolio returns.

    Read More
  • Millennials Coming of Age in the Workforce


    Brian Perkins focuses on Millennials and their influence on how employers may think about plan design, communication, and participant engagement. He describes ways employers may be able to use retirement programs to strengthen bonds with their Millennial workers.

    Read More

Press Releases

Parker Carlson & Johnson Joins Forces with CAPTRUST


CAPTRUST announced that it will merge Parker Carlson & Johnson Investment Management into its wealth management practice. Dayton-based, PCJ has been providing wealth management and investment advisory services to individuals, families, corporations, and non-profit entities since 1982.

Read More


Katie Roth Named Woman Business Owner of the Year


CAPTRUST is pleased to present Roth with the Woman Business Owner of the Year award. This award celebrates women with exemplary reputations, histories of mentoring other businesswomen, strong connections to the Des Moines business community, and significant professional achievements.

Read More


CAPTRUST Named to TBJ's Best Places to Work List


CAPTRUST was named in the Large Companies category of Triangle Business Journal's annual survey of the area's Best Places to Work released on August 3, 2015. The TBJ list was compiled and ranked based upon the results of an employee survey conducted by Quantum Workplace.

Read More