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CAPTRUST Financial Advisors
4208 Six Forks Road, Suite 1700
Raleigh, NC   27609
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Phone
800.216.0645 toll free
919.870.8891 fax

Email
info@captrustadvisors.com

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Press Releases

CAPTRUST and MFP Strategies Merge

CAPTRUST announced that it has completed a merger with MFP Strategies. Based in Bethlehem, PA, MFP Strategies brings with it deep experience in wealth management and capital preservation strategies for private clients, investment advisory services for institutions, and retirement plan advisory services for institutional plan sponsors.

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Recognition

Greg Middleton Discusses Advisor RFP Best Practices

CAPTRUST's Greg Middleton is featured in an article in PLANADVISER Magazine discussing plan sponsors’ increased use of the RFP as part of the process to hire a retirement plan advisor. The article focuses on how plan sponsors are using advisor RFPs as a way to evaluate and select advisors.

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