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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.

  • Global Markets’ Mid-year Momentum

    07.21.2017

    At last, both the U.S. and the rest of the world are growing steadily and exceeding expectations. This long-awaited synchronized surge and better-than-expected corporate earnings helped push U.S. stocks to higher-than-average valuations. International stocks followed suit.

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  • Find Your Tribe

    06.21.2017

    Take a walk alone and you get some exercise. Take a walk with a friend—or a group of friends—and you get something more. “When you walk, you talk, and you never know where that will lead,” says Deborah Woller, 62, a retiree who lives in Naples, Florida. One place it’s likely to lead is to more walks, with all their physical and mental health benefits.

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  • The Surprising Benefits of a 3(38) Fiduciary

    06.29.2017

    Investment advisors have long assumed the role of 3(38) investment manager for pension plans. But increasingly, these services are being extended to defined contribution plans too. Time savings, risk transfer, and an interest in creating better outcomes are among the factors driving defined contribution plan demand for 3(38) investment managers.

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Recognition

CAPTRUST Again Named #1 U.S. Advisory Firm

07.20.2017

The July 2017 issue of Financial Advisor magazine ranked CAPTRUST number one among registered investment advisors (RIAs) with assets in excess of $1 billion—making it our second year running to achieve this distinction. The magazine’s annual survey analyzes several metrics and other indicators of business success.

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Announcements

VESTED, Summer 2017

06.21.2017

We are pleased to announce that the Summer 2017 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail the week of June 26. If you are interested in receiving VESTED Magazine, please contact your CAPTRUST financial advisor or let us know via email.

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