OUR MISSION

At CAPTRUST our mission is to enrich the lives of our clients, colleagues and communities through sound financial advice, integrity and a commitment to service beyond expectation.

To make our mission more than just an empty slogan we created the CAPTRUST CapCommunity Foundation Inc. a registered 501(c)3 charity. Our charitable activities across the firm have a focal point and provide a way for our employees to get involved. Historically our charitable work has focused on helping underprivileged or needy children.


OUR VISION

CAPTRUST’s strategic vision is to become the nation’s most valued advisory firm to
mid-market companies and their executives.


CORE VALUES

The CAPTRUST Core Values capture our firm's collective heartbeat and represent the principles that direct how we serve our clients, relate to our colleagues, interact with our vendors and partners, and address our communities. We are dedicated to maintaining intense focus on these ethical commitments and are proud to share them with you:

ACCOUNTABILITY
Individually and as a company, we accept responsibility for our actions and decisions. We embrace our role as trusted financial advisors and fully understand our obligation to be vigilant stewards of all that is entrusted to us.

INTEGRITY
We conduct ourselves with honesty and fairness at all times and in all circumstances. We do what is right.

RESPECT
All individuals are worthy and valuable. All points of view deserve thought and consideration. We acknowledge everyone’s right to dignity and use courtesy, civility and deference in all of our interactions.

COLLABORATION
All individuals associated with CAPTRUST make worthwhile contributions to our success. We cooperate with one another, share information, solicit ideas and opinions, and appreciate everyone’s active engagement with our firm.

COMMUNITY
We have a profound responsibility to share our success. We contribute time, money and energy to our communities and assist those in need, particularly underprivileged children.