Menu

What We Do

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

Institutional Consulting

Retirement Plans

Investment advisory and fiduciary services for retirement plans, including 401(k), 403(b), defined benefit, and nonqualified deferred compensation plans. In addition to 3(21) investment advisory services, we offer 3(38) investment management for plan sponsors interested in discretionary services.

Foundations and Endowments

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

Religious Services

As the market leader working with Catholic institutions, we have developed a range of services to address the demands of faith-based institutions.

Announcements

Upcoming Webinar! easy, breezy, RFPeasy

Sit back, relax, and join us for our webinar on conducting a foolproof retirement plan advisor RFP. You’ll hear from CAPTRUST leadership as they cover best practices and discuss real case studies from their experience completing over 1,700 RFPs.

Read More