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CAPTRUST Financial Advisors is a 100% employee-owned, independent investment research and fee-based advisory firm headquartered in Raleigh, NC with offices located across the U.S.
CAPTRUST Financial Advisors specializes in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high-net-worth individuals.
Wealth planning, risk management, and investment services.
Corporate benefits planning, risk management, and investment services.
Cash management, risk management, and post-career planning for the unique needs of professional athletes.
Wealth management services for participants in CAPTRUST-advised retirement plans.
Investment and fiduciary services for 401(k), 403(b), and other defined contribution plans.
Investment and fiduciary services for defined benefit pension plans.
Investment and plan management services for nonqualified deferred compensation plans.
Timely, relevant, and actionable investment perspective, best practices, and planning insights for institutional and wealth management clients from CAPTRUST's Consulting Research Group.