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Wealth Management

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.

Defined Contribution Plans

We help 401(k) and 403(b) plan sponsors manage their plans more effectively with our independent advice on investments, plan design, participant engagement, vendor management, and fiduciary process management.

Defined Benefit Plans

We remove complexity for pension plan sponsors by providing comprehensive, customized solutions that address the risks inherent in liability measurement and the capital markets.

Nonqualified Executive Benefits

We help deferred compensation plan sponsors recruit, retain, reward, and retire their most valuable employees by providing comprehensive service rooted in a fiduciary mindset of independence, objectivity, and complete transparency.

Foundations and Endowments

We remove investment complexity by providing comprehensive, customized solutions designed to help foundations and endowments accomplish their unique objectives.

  • Dr. John Q. Walker | VESTED Voices

    11.15.2016

    Introducing VESTED Voices, a short film series designed to inform and inspire VESTED readers. With this inaugural film, we feature Dr. John Q. Walker, chief technology officer at Raleigh-based Muses Labs, and his groundbreaking work to delay or reduce the incidence of Alzheimer’s disease.

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  • Americans Vote for Change

    11.09.2016

    U.S. voters sent a strong message yesterday when they elected Donald Trump as the country’s next president. The election season concludes with the Republicans winning the presidency and holding on to majorities in both the House of Representatives and Senate. This Market Thoughts explores the immediate impact of the Trump surprise and offers initial thoughts on the likely market reaction.

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  • Fiduciary Update | November 2016

    10.25.2016

    In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle highlights several important court cases with best practice implications for retirement plan sponsors, including a deeper dive into the importance of the recent decision in White v. Chevron, continued coverage of new fee litigation, and an assortment of legal and regulatory news releases.

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Announcements

Fiduciary Rule, Part II - Questions to Ask Your Plan Provider

10.20.2016

Implementation of the DOL's fiduciary rule is just around the corner. And the majority of retirement plan providers will announce their intended changes in response to the rule during the final quarter of 2016. We invite you to listen to a recording of a recent CAPTRUST hosted webinar to help you prepare for your year-end discussions.

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Recognition

CAPTRUST Named Top Wealth Manager

10.22.2016

Wealthmanagement.com named CAPTRUST number one in its annual ranking of RIAs focused on wealth management. The publication's Top 100 Retail RIAs of 2016 are ranked based upon total assets under management reported on Form ADV. To make this list, firms must be U.S.-based and serve individual investors as a primary line of business.

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Announcements

The DOL and CAPTRUST’s No Golf Ball Rule

05.18.2016

New DOL rules will require anyone advising on retirement assets to acknowledge fiduciary status in writing and act exclusively in their clients’ best interest. CAPTRUST clients need to know that we have always adhered these standards. We are proponents of the legislation and feel it validates our business model.

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