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.
- For CAPTRUST retirement plan clients
- For CAPTRUST wealth management clients with portfolio managed accounts (PMA)
- For CAPTRUST wealth management clients with separately managed accounts (SMA)
- For CAPTRUST wealth management clients with non-wrap fee-based accounts
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Order Routing Disclosure
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CAPTRUST Financial Advisors (also known as "CapFinancial Partners, LLC") is an investment adviser registered under The Investment Advisers Act of 1940. The principals of CAPTRUST have operated as an advisory team since 1989.
CAPTRUST Financial Advisors does not render legal, accounting, or tax advice. It has been prepared solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any performance data quoted represents past performance. Investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Past performance is no guarantee of future results.
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Inaccuracies, errors, downloads
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External Links and third party content
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© 2015 CAPTRUST Financial Advisors. All Rights Reserved
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CAPTRUST Financial Advisors is an investment adviser registered under the Investment Advisers Act of 1940.