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.

  • Congress Passes the Bipartisan Budget Act of 2015


    Congress passed the Bipartisan Budget Act of 2015 (BBA 2015), and President Obama is expected to sign it into law. This Plan Sponsor e.Brief explores this legislation that includes provisions that affect pension funding requirements, increase PBGC premiums, and provide mortality table flexibility.

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  • Castles Made of Sand?


    The third quarter’s volatility across riskier asset classes was at least in part a response to global economic growth concerns. While some economists and investors suggest that subdued growth expectations are a natural function of the business cycle, others express more profound unease. CAPTRUST CIO Eric Freedman provides his perspective.

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  • 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.

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VESTED, Fall 2015


We are pleased to announce that the Fall 2015 issue of VESTED, CAPTRUST's magazine for clients and friends, is now available. If you are a subscriber, you will receive your copy in the mail the week of November 16. If you are interested in receiving VESTED Magazine, please contact your CAPTRUST financial advisor or let us know via email.

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NAPA Names Top Women Advisors of 2015


The National Association of Plan Advisors (NAPA) today announced on its website the winners of its inaugural Top Women Advisors list. According to NAPA, this list recognizes leaders among the growing number of women “making significant contributions to this field” who are “in a league of their own.”

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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.

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