What We Do

We remove investment complexity by providing comprehensive, customized solutions designed to help foundations and endowments accomplish their unique objectives.

Foundations and Endowments

Expectations for asset returns are lower, even while spending needs continue to rise. The need for philanthropic resources is highest during periods of market stress—when the ability to provide resources is at its lowest. Meanwhile, investment complexity continues to grow, making it difficult to separate important information from noise. These factors have conspired to create a unique challenge for endowments and foundations.

This leads to a number of important questions:

  • How can we maintain or increase our philanthropic impact given current market expectations?
  • How should we split asset management fees between active and passive management?
  • What portfolio changes do we need to make to accomplish our goals? What are the tradeoffs?
  • What role do alternative investments play in our portfolio?


Over the past 25 years, we have been assisting non-profits and guiding them through a wide range of investment environments. Our disciplined investment process starts with working with you to develop appropriate and realistic goals and expectations. We strive to eliminate market complexity and simplify the decision-making process.

We have developed services to address the demands placed on non-profits including:

  • Investment advisory services, such as investment and spending policy development, asset allocation, and manager search and selection
  • Discretionary consulting services
  • Fiduciary and risk management consulting services

We are committed to objectivity and transparency, and singularly focused on understanding your unique goals and objectives. Our significant client base and understanding of trustee-directed asset pools, local client service, and centralized resources mean that CAPTRUST is uniquely positioned to help you accomplish your goals.


VESTED, Summer 2017

We are pleased to announce that the Summer 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 June 26. If you are interested in receiving VESTED Magazine, please contact your CAPTRUST financial advisor or let us know via email.

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Fiduciary Rule Driving Advisor RFP Activity

So far this year, CAPTRUST has received more than 120 advisor requests for proposal (RFPs) from retirement plan sponsors evaluating their current advisory relationships or seeking to hire advisors. This activity level represents the highest volume of RFPs CAPTRUST has experienced since it began formally responding to advisor RFPs in 2002.

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Fielding Miller on Curating Success at CAPTRUST

A recent InvestmentNews article explores how the RIA “space saw a record 44 mergers and acquisitions during the first quarter of 2017.” So far this year, CAPTRUST has completed five such transactions, and the article quotes CEO Fielding Miller that “‘We’re looking for people who still have some gas in the tank and are still looking to grow.’”

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