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.
What We Do
CAPTRUST Financial Advisors specializes in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high-net-worth individuals.
Individual Investors and Families
Wealth planning, risk management, and investment services.
Executives and Business Owners
Corporate benefits planning, risk management, and investment services.
Cash management, risk management, and post-career planning for the unique needs of professional athletes.
Retirement Plan Participants
Wealth management services for participants in CAPTRUST-advised retirement plans.
Retirement Plan Consulting
Defined Contributions Plans
Investment and fiduciary services for 401(k), 403(b), and other defined contribution plans.
Defined Benefit Plans
Investment and fiduciary services for defined benefit pension plans.
Nonqualified Executive Benefits
Investment and plan management services for nonqualified deferred compensation plans.