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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.

  • Mixing Up the Puzzle Pieces

    07.01.2016

    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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  • Life Insurance and Charitable Giving

    08.30.2016

    Life insurance can be an excellent tool for charitable giving. Not only does life insurance allow you to make a substantial gift to charity at relatively little cost to you, but you may also benefit from tax rules that apply to gifts of life insurance. This article explores the benefits and considerations of life insurance as a way to make charitable gifts and offers four insurance-based charitable gifting strategies.

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  • Fiduciary Update | August 2016

    08.04.2016

    In this quarter's Fiduciary Update, CAPTRUST's Drew McCorkle highlights several important court cases with best practice implications for retirement plan sponsors and takes a deeper look at the DOL's fiduciary rule, recent fee litigation cases, and an assortment of legal and regulatory news releases.

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Recognition

CAPTRUST Named #1 Advisory Firm in U.S.

07.07.2016

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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Announcements

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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