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| Raleigh, NC

Financial Times Names 16 CAPTRUST Advisors to Top 401 List

The Financial Times included 16 CAPTRUST advisors in the publication’s annual list 401 Top Retirement Advisors. In the list’s accompanying article, Financial Times’ Loren Fox explains that “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” and that “the qualifying advisors completed a questionnaire about the nature of their practice, their investment recommendations, and more.”

The list included CAPTRUST financial advisors:

To read the article online, please visit ft.com.

About CAPTRUST 

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 $244 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Michigan, Minnesota, New York, North Carolina, Ohio, Pennsylvania, Texas, and Virginia.

 

Announcements

Upcoming Webinar! Rising Interest Rates

In this upcoming webinar, CAPTRUST Defined Contribution Practice Leader Scott Matheson and colleagues Jennifer Doss and David Hood will present their views on what plan sponsors need to know about rising interest rates and the impact on retirement plans.

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Press Releases

CAPTRUST Merges with Knox Capital Group

CAPTRUST, one of the nation’s leading wealth management and institutional advisory firms, announced that Salt Lake City-based Knox Capital Group, one of Utah’s premier wealth management firms, has joined the family, bringing with it over $300 million in client assets.

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Announcements

VESTED, Winter 2018

We are pleased to announce that the Winter 2018 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail this week. If you are interested in receiving VESTED Magazine, please let us know via email.

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