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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.

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.

Wealth Management

Individual Investors and Families
Wealth planning, risk management, and investment services. 

Executives and Business Owners
Corporate benefits planning, risk management, and investment services.

Professional Athletes
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.

Institutional 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.

Press Releases

CAPTRUST and Pensionmark® Announce Strategic Partnership

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.

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Press Releases

Position Paper on Advisor Search Process

CAPTRUST releases position paper outlining best practices for evaluating and selecting retirement plan advisors. The paper gathers insights from the more than 700 requests for proposal (RFPs) CAPTRUST has responded to over the past 10 years into a roadmap for constructing an RFP and managing the RFP process.

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In the Community

2015 Big Fundraiser Announcement

The CAPCommunity Foundation names The Children's Flight of Hope as the 2015 Big Fundraiser Initiative Charity. Children's Flight of Hope’s mission is to provide free air transportation to and from medical facilities for seriously ill and injured children who — due to medical, financial, or logistical reasons — are unable to reach their destinations by any other method.

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