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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.

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

Plan Sponsors' Biggest Surprises about 3(38)

Join us on Wednesday, May 31, 2017, where CAPTRUST Defined Contribution Practice Leader Scott Matheson will moderate a 60-minute discussion on the topic of discretionary investment management with CAPTRUST senior investment experts, Jennifer Dunbar and John Leissner.

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Recognition

CAPTRUST Defined Contribution Services Ranked #1

Institutional Investor’s inaugural DC Industry Leaders study rates CAPTRUST as provider of the best defined contribution services to retirement plan-centric advisors. CAPTRUST operates as a centralized model; the company’s financial advisors are supported by more than 200 colleagues.

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Announcements

VESTED Voices | Pro Athletes Giving Back

We are pleased to announce that the second installment of VESTED Voices, the video series associated with CAPTRUST’s magazine, is now available. In general, this installment focuses on pro athletes giving back; specifically, we speak with Rod Brind’Amour, Ricky Proehl, and Thomas Davis regarding their ongoing charitable efforts.

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