Menu

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 management 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.

Recognition

CAPTRUST's Leissner Discusses Retirement Readiness Formulas

John Leissner, director of defined contribution services, recently discussed providers' retirement readiness calculators with PLANSPONSOR Magazine. Leissner’s team at CAPTRUST focuses on determining how effective retirement readiness tools are and if they're driving participant action.

Read More

Recognition

NAPA Names Top Women Advisors of 2015

The National Association of Plan Advisors (NAPA) today announced on its website the winners of its inaugural Top Women Advisors list. According to NAPA, this list recognizes leaders among the growing number of women “making significant contributions to this field” who are “in a league of their own.”

Read More

Press Releases

Parker Carlson & Johnson Joins Forces with CAPTRUST

CAPTRUST announced that it will merge Parker Carlson & Johnson Investment Management into its wealth management practice. Dayton-based, PCJ has been providing wealth management and investment advisory services to individuals, families, corporations, and non-profit entities since 1982.

Read More