WHY CAPTRUST?

CAPTRUST Financial Advisors specializes in providing fiduciary advice to Plan Sponsors. Since 1989, we have been focused on building an organization that can be a true co-fiduciary partner to Plan Sponsors. As retirement plans become more complex and the marketplace becomes more crowded with vendors, the need for independent and objective advice has never been greater.

CAPTRUST has grown from a fledging practice led by the vision of an entrepreneurial founder and a small support staff to a fully-integrated advisory firm with a professional management team and specialist employees forming deep and experienced service teams. The firm currently operates from 13 offices throughout the country and serves over 500 corporate clients with 900,000 participants across all 50 states.

Our experience and expertise directly benefits Plan Sponsors. Leveraging our client base, we are able to benchmark and negotiate fees and services to drive firm-wide improvements. Our long-term commitment to the retirement plan industry has enabled us to retain a dedicated team of in-house investment analysts, ERISA and plan administration experts, and licensed service teams with extensive industry backgrounds.

Our online fiduciary management tool, www.captrustdirect.com, further supports client relationships by placing vital plan-related information in one easily accessible and secure location. The CAPTRUST Direct web portal enables clients to review our service activities and critical information in real time, including current investments and plan documents. CAPTRUST Direct also provides a documented fiduciary process in case of an audit by the Department of Labor.

Given what is at stake, Plan Sponsors should rightly demand an experienced co-fiduciary advisor with the firm-wide expertise necessary to be a truly effective advocate.