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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.

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.

Foundations and Endowments
Investment, fiduciary and risk management services for foundations and endowments.

Recognition

CAPTRUST CEO Discusses Fiduciary Rule Fallout

CEO Fielding Miller participated on a panel of industry notables discussing the implications of the DOL's recently released regulations intended to eliminate conflicts of interest for retirement plan sponsors and participants. The panel was part of the agenda at NAPA's 15th Annual 401(k) Summit held in Nashville.

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Announcements

Execute a Foolproof Advisor RFP Webinar Recording

CAPTRUST recently hosted a webinar about best practices for conducting an advisor RFP and available resources to streamline the process. Whether you are benchmarking your current advisor or conducting a formal advisor RFP, this recording will help you implement the fundamentals of a sound RFP process.

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Recognition

CAPTRUST’s Miller Named to TBJ’s Top CEO List

CAPTRUST CEO Fielding Miller was recognized by the Triangle Business Journal in its 2016 CEO of the Year Awards. This award comes as CAPTRUST reaches the end of its initial 10-year strategic plan, a period that has witnessed the firm’s extraordinary growth.

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