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.
Physician Retirement Planning Benefit
CAPTRUST Financial Advisors has been the consultant to the PDC retirement plans for the past decade and is now providing an enhanced benefit of customized retirement planning advice for physicians.
You have access to CAPTRUST’s advisors and our deep experience working with both individuals and retirement plans. We are available for phone consultations and will be on-site at Duke two days every month.
To take advantage of this new benefit, please contact the PDC benefits team at firstname.lastname@example.org or schedule an apppointment today.
Questions we can answer: