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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 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 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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