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.

 

Announcements

Target Date Funds - Ten Years Later

In this recent webinar, CAPTRUST DC Practice Leader Scott Matheson moderates a 45-minute discussion covering the current state of, and common questions about, target date funds. He is joined by CAPTRUST senior investment and target date fund experts, Jennifer Dunbar and David Hood.

Read More

Recognition

Recognition

CAPTRUST CEO Talks M&A Plans

Earlier this week, Mergermarket's Karen Padley published an article based upon an interview with CAPTRUST Chief Executive Officer Fielding Miller during which he discussed registered investment advisor consolidation, the firm's growth in recent years, and plans for continued growth.

Read More