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.
We believe the best way to build a world-class organization is “one brick at a time.”
CAPTRUST fosters a culture of ownership that promotes excellence and empowers creativity. Mission-driven and bound together by our core values, our experienced teams of advisors, managers, and investment professionals fully embrace the profound responsibility of our role as trusted financial advisors, and understand our obligation to be vigilant stewards of all that is entrusted to us.