In this recent webinar, CAPTRUST DC Practice Leader Scott Matheson moderates a 45-minute discussion covering the current state of, and common questions about, target date funds. He is joined by CAPTRUST senior investment and target date fund experts, Jennifer Dunbar and David Hood.
To access CAPTRUST's current ADV Part 1, click here. On the page, select Firm and in the Firm Name or CRD/SEC# field type CAPFINANCIAL.
CAPTRUST Form ADV Disclosure Brochures (ADV Part 2A):
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- For CAPTRUST wealth management clients with portfolio managed accounts (PMA Wrap Fee Program)
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- For CAPTRUST wealth management clients with non-wrap fee-based accounts
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CAPTRUST Financial Advisors (also known as "CapFinancial Partners, LLC") is an investment adviser registered under The Investment Advisers Act of 1940. The principals of CAPTRUST have operated as an advisory team since 1989.
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