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 transparency.

Foundations and Endowments

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

  • What Does the New Year Hold?


    CAPTRUST Senior Director John Curry outlines our predictions for plan sponsors, participants, and the retirement industry in general in the new year. These predictions contain the accumulated insights of our business line leaders, financial advisors, and client-facing service associates as they look forward to 2018.

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  • Tax Cuts and Jobs Act of 2017


    In the weeks and months leading up to finalization of the tax bill, many feared America’s private retirement system—most notably 401(k) plans—would be negatively impacted by tax reform. Thankfully, however, today’s passed legislation largely left workplace-sponsored plans alone.

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  • Market Thoughts 12.20.2017


    The Tax Cuts and Jobs Act passed the House and Senate today and is expected to be signed into law by President Trump. This is a big deal and the largest tax reform since 1986. It includes lots of changes to the current tax code.

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