In its July 2016 issue, Financial Advisor magazine ranked CAPTRUST number one among RIAs with assets in excess of $1 billion. The magazine's annual survey analyzes several metrics, including assets under advisement, asset growth over the trailing year, assets per client, and a number of other indicators of business success.
What We Do
CAPTRUST specializes in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high-net-worth individuals.
Individual Investors and Families
Wealth planning, risk management, and investment services.
Executives and Business Owners
Corporate benefits planning, risk management, and investment services.
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.
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.