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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

VESTED, Winter 2017

We are pleased to announce that the Winter 2017 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail the week of February 15. If you are interested in receiving VESTED Magazine, please contact your CAPTRUST financial advisor or let us know via email.

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