Join us on Wednesday, May 31, 2017, where CAPTRUST Defined Contribution Practice Leader Scott Matheson will moderate a 60-minute discussion on the topic of discretionary investment management with CAPTRUST senior investment experts, Jennifer Dunbar and John Leissner.
Monday, May 01, 2017 | Raleigh, NC
CAPTRUST Announces Merger of Texas Advisory Firm, InTrust Fiduciary Group
CAPTRUST Financial Advisors, one of the nation’s leading independent wealth management and retirement plan advisory firms, today announced that Austin,Texas-based InTrust Fiduciary Group, which specializes in institutional retirement consulting, has joined the CAPTRUST family.
Led by President, Michael Maresh, AIFA®, CRPS®, CRPC®, InTrust was founded in 2009 and has provided fiduciary, unbiased guidance in all aspects of retirement plan management, specializing in recordkeeping provider analyses; complex plan design and benchmarking; and investment policy.
“Regulatory mandates are evolving within our industry, but InTrust’s fiduciary duty never wavers,” said Maresh. “Joining CAPTRUST, a firm that shares the same core beliefs and values, provides us with the resources necessary to strengthen and broaden the services we provide for our clients, while continuing our commitment to serve as their advocate and trusted planning partner. We are extremely excited for this partnership.”
This merger marks the latest milestone in CAPTRUST’s long-term journey to add top talent in key markets across the country. Having already established a Texas presence in Dallas and Houston, this is the first Austin, Texas location for CAPTRUST.
“As Peter Drucker said: Culture eats strategy for breakfast. We’re an excellent home for firms that are interested in growth; for themselves, and for their clients,” said CAPTRUST CEO, J. Fielding Miller. “InTrust is an incredible cultural fit, and we’re honored that they have chosen CAPTRUST as a partner.”
CAPTRUST offers advisory teams looking for a long-term partner numerous resources that have been proven over time to accelerate growth and add substantial value to the client experience. CAPTRUST’s institutional business, coupled with wealth management services, offers a decades-old bedrock of stability to joining entities that is unparalleled in today’s independent financial advisory industry.
CAPTRUST now has 120 advisors across 35 locations and advises on approximately $215 billion in client assets.
For media inquiries regarding this press announcement, or to speak to a CAPTRUST spokesperson, please contact: CAPTRUST@ficommpartners.com
CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm represents more than $215 billion in client assets with offices in Alabama, California, Connecticut, Delaware, Florida, Georgia, Illinois, Iowa, Maine, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, and the District of Columbia.