Menu

What We Do

CAPTRUST Financial Advisors specializes in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high-net-worth individuals.

What We Do

CAPTRUST specializes in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high-net-worth individuals.

Wealth Management

Individual Investors and Families
Wealth planning, risk management, and investment services. 

Executives and Business Owners
Corporate benefits planning, risk management, and investment services.

Professional Athletes
Cash management, risk management, and post-career planning for the unique needs of professional athletes.

Retirement Plan Participants
Wealth management services for participants in CAPTRUST-advised retirement plans.

 

Institutional Consulting

Defined Contributions Plans
Investment and fiduciary services for 401(k), 403(b), and other defined contribution plans.

Defined Benefit Plans
Investment and fiduciary services for defined benefit pension plans.

Nonqualified Executive Benefits
Investment and plan management services for nonqualified deferred compensation plans.

Foundations and Endowments
Investment, fiduciary and risk management services for foundations and endowments.

 

Recognition

CAPTRUST Again Named #1 U.S. Advisory Firm

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.

Read More

Announcements

Demystifying Financial Wellness Webinar Registration

Join us on Wednesday, August 30, 2017, where CAPTRUST Defined Contribution Practice Leader Scott Matheson will moderate a 60-minute discussion on the topic of employee financial wellness with CAPTRUST senior investment experts, Phyllis Klein and John Leissner.

Read More