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

Voting Now Open for NAPA’s 2017 List of “Young Guns”

NAPA’s list of “Young Guns” seeks to identify the top advisors under 40 who have “demonstrated both a commitment to, and an excellence in, supporting workplace retirement plans and participants,” according to their site. This year, CAPTRUST has 12 nominees for this distinction.

Read More