CAPTRUST Financial Advisors and Pensionmark Retirement Group have announced a strategic partnership designed to create the financial services industry’s premier platform for retirement plan advisors. The combined firms are expected to serve more than 3,000 institutional clients with over $170 billion of assets under advisement.
For Retirement Plan and other Institutional Clients:
ADV Parts 2A & 2B Supplement (Institutional)
To see your institutional financial advisor’s disclosure brochure (ADV Part 2B), choose your advisor below:
For Individual and other Wealth Clients:
ADV Parts 2A & 2B Supplement (Wealth)
To see your wealth financial advisor’s disclosure brochure (ADV Part 2B), choose your advisor below:
For clients participating in a CAPTRUST wrap fee program, such as “PMA” (Portfolio Management Account) “DCP” (Discretionary Consulting Portfolio) and/or “SMA” (Separately Managed Account): Wrap Fee Disclosure Brochure (Appendix I) & Part 2b Supplement
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CAPTRUST Financial Advisors is a registered investment advisor (doing business as “CAPTRUST Financial Advisors”). 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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CAPTRUST Financial Advisors is an investment adviser registered under the Investment Advisers Act of 1940.