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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.

Press Releases

CAPTRUST and MFP Strategies Merge

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.

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Recognition

Greg Middleton Discusses Advisor RFP Best Practices

CAPTRUST's Greg Middleton is featured in an article in PLANADVISER Magazine discussing plan sponsors’ increased use of the RFP as part of the process to hire a retirement plan advisor. The article focuses on how plan sponsors are using advisor RFPs as a way to evaluate and select advisors.

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