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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.

Recognition

CAPTRUST Named #1 Advisory Firm in U.S.

In its July 2016 issue, Financial Advisor magazine ranked CAPTRUST number one among RIAs with assets in excess of $1 billion. The magazine's annual survey analyzes several metrics, including assets under advisement, asset growth over the trailing year, assets per client, and a number of other indicators of business success.

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Announcements

The DOL and CAPTRUST’s No Golf Ball Rule

New DOL rules will require anyone advising on retirement assets to acknowledge fiduciary status in writing and act exclusively in their clients’ best interest. CAPTRUST clients need to know that we have always adhered these standards. We are proponents of the legislation and feel it validates our business model.

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