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Who We Are

CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high-net-worth individuals.

Who We Are

In 1989, the founders of CAPTRUST joined together to provide institutional and private investors an independent and objective choice for financial advice and fiduciary support.

Our firm was built on the premise that investors are best served by advisors who are motivated to focus exclusively on the best interests of their clients. This unwavering commitment to independence and transparency has enabled CAPTRUST to grow from the vision of its entrepreneurial founders to one of the largest independent advisory firms in the country.

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At CAPTRUST, we believe investment advisory firms are only as strong as the people who create the advice. Moreover, as the demands of a global economy and a vastly underfunded retirement system converge on institutions, corporations, and individual investors alike, we believe advice focused solely on investment performance will fall woefully short in helping clients navigate the road ahead with confidence.

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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