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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.

  • Is This the Beginning or the End?

    01.19.2017

    Is the U.S. business cycle primed to continue with the tailwinds of new policy and a stabilizing global economy powering it higher? Or will new geopolitical and policy risks finish it off? While the world seems more uncertain than ever, this year’s predictions highlight three areas we’ll be watching that should give us some answers.

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  • A Crystal Ball and a Compass

    12.29.2016

    It’s that time of year again, when we look into the crystal ball for what lies ahead in the new year for retirement plans. In this article, CAPTRUST practice leaders cover four main themes—like the directions on the face of a compass: DOL’s Conflict of Interest Rule, the rise of litigation, the economic environment, and future policy direction.

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  • 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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Recognition

Voting Now Open for NAPA’s 2017 List of “Young Guns”

01.20.2017

NAPA’s list of “Young Guns” seeks to identify the top advisors under 40 who have “demonstrated both a commitment to, and an excellence in, supporting workplace retirement plans and participants,” according to their site. This year, CAPTRUST has 12 nominees for this distinction.

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