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What We Do

We help our clients plan and manage their financial lives so they can focus on the non-financial aspects of their lives that are most important to them.

Individual Investors and Families

There are so many financial products and services available today, it’s hard to know how best to invest—or who to trust for unbiased advice about retirement and estate planning. The risk of investing is high and the consequences of getting it wrong can be significant, so it’s important to find an advisor who will focus on your best interests—without an agenda.

Our experience tells us that investors are looking for experience and trusted advisors who can provide:

  • Comprehensive wealth planning focused on their unique circumstances
  • Investment management tailored to their risk profile and goals
  • Clear reporting of their portfolio holdings, transactions, performance, and fees

We have gleaned valuable insights and best practices over the past 25 years acting as a fiduciary and investment advisor to some of the country’s biggest retirement plans that we can apply to your wealth planning and investment challenges. Our size provides us with access to best-in-class investment managers that we couple with customized planning services delivered by experienced financial advisors. Our conflict-free business model means that our advisors’ interests are aligned with yours. They have no products to sell and are in a position to offer truly objective advice.

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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