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.
Wednesday, June 21, 2017 | Raleigh, NC
VESTED, Summer 2017
We are pleased to announce that the Summer 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 June 26.
This issue’s articles include:
- COVER: Ysabel Durón: Broadcasting a New Story
- Find Your Tribe
- Far from Finished: Planning Successful Transitions
- INVESTMENT STRATEGY: America First?
- CLIENT CONVERSATIONS: Reader Q&A
- LASTING LEGACY: Passing on the Joy of Giving
- MONEY TALKS: When Her Rise Means More Bread
- PASSION PURSUITS: Entrepreneurship Over 50
- EXPERT ANGLE: Running Strong
If you are interested in receiving VESTED, please contact your CAPTRUST financial advisor or email us at VESTEDMagazine@captrustadvisors.com.
Check out our new resource center, which features wealth management articles, as well as the latest Investment Strategy and Market Thoughts.