We are pleased to announce that the Fall 2017 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail the week of October 24. If you are interested in receiving VESTED Magazine, please let us know via email.
Press releases, company announcements, industry recognition, and news about our activities in the communities we serve. Use the search box above or filter by category.
CAPTRUST Atlanta was again named to the Atlanta’s 25 Largest Financial Planning and Advisory Firms list. Published by the Atlanta Business Chronicle, this list ranks firms by their total assets under management.
The Financial Times (FT) named 16 CAPTRUST advisors to its annual list of 401 Top Retirement Advisors. To qualify, list “applicants were required to advise on at least $50m in DC plan assets and have at least 20 percent of their client assets in DC plans.”
Today we welcome our seventh acquisition this year, Virginia-based RIA Davidson & Garrard. Our growth engine proved to be the right solution for creating better outcomes for their clients and shareholders.
CAPTRUST today announced that the Tampa, FL-based investment advisor CapTrust Advisors, has joined the CAPTRUST family. The combined organization will now operate in 34 offices nationwide and advise on more than $243 billion in client assets.
In this recent webinar, CAPTRUST DC Practice Leader Scott Matheson moderated a 60-minute discussion on employee financial wellness with CAPTRUST senior investment experts, Phyllis Klein and John Leissner.