What We Do

At CAPTRUST, we help our clients achieve desired outcomes through clear, independent, and comprehensive advice.

By engaging each client with the full benefit of our firm’s intellectual resources, we deliver high value advice through integrated thinking, teeming with unconventional acuity, and conventional wisdom.


Institutional Services

  • Fiduciary Advisory Services
  • Investment Advisory Services
  • Provider Analysis
  • Nonqualified Advisory Services
  • Executive Financial Planning
  • Participant Education & Advice

Private Wealth Services

  • Financial & Estate Planning
  • Investment Advisory Services
  • Holdings Evaluation
  • Trust Services
  • Cashless Stock Options
  • Manager Search & Selection
  • Composite Reporting