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.

  • Mixing Up the Puzzle Pieces


    This DOL’s redefinition of who is an ERISA fiduciary is the farthest-reaching piece of retirement regulation promulgated in more than 40 years. The fiduciary rule will result in more parties labeled as fiduciaries, more actions qualifying as fiduciary activities, and more investors benefiting from ERISA’s protections. Although we don’t know how all the details will shake out, we do want to share what we know at this point.

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  • Investment Advisor vs. Investment Manager? - No Contest (Really)


    No one way of utilizing investment advisory services will be a good fit for all. To clarify some of the considerations involved in selecting the ideal approach, we asked Jennifer Eller, a principal with the Groom Law Group, to author this position piece on the differences between advising and managing a company’s retirement plan as described by ERISA.

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  • The Productivity Conundrum


    We polled the members of CAPTRUST’s Investment Committee to get a feel for what longer-term or structural topics they felt readers should be aware of in the coming months. What issue or issues will drive their discussions? What issues need a light shined on them? Their response: productivity. They noted a meaningful gap between economists’ thoughts on this foundational topic and what is covered in the popular press.

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CAPTRUST Named #1 Advisory Firm in U.S.


In its July 2016 issue, Financial Advisor magazine ranked CAPTRUST number one among RIAs with assets in excess of $1 billion. The magazine's annual survey analyzes several metrics, including assets under advisement, asset growth over the trailing year, assets per client, and a number of other indicators of business success.

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The DOL and CAPTRUST’s No Golf Ball Rule


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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