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What We Do

We help our clients plan and manage their financial lives so they can focus on the non-financial aspects of their lives that are most important to them.

Executives and Business Owners

Successful executives and business owners are busy people who may not have the time or attention span to manage all aspects of their complex financial lives. They need experienced advisors who will focus on their best interests—without an agenda—to provide comprehensive wealth planning, investment management tailored to their risk profile and goals, and clear reporting of their portfolio holdings, transactions, performance, and fees.

undefinedIn addition, they often need help addressing the challenges of maximizing corporate benefits, planning stock option exercise, and managing single stock risk.

We have gleaned valuable insights and best practices over the past 25 years acting as a fiduciary and investment advisor to some of the country’s largest retirement plans that we can apply to your wealth planning and investment challenges. Our size provides us with access to best-in-class investment managers that we couple with customized planning services delivered by experienced financial advisors. Our conflict-free business model means that our advisors’ interests are aligned with yours. They have no products to sell and are in a position to offer truly objective advice.

Press Releases

CAPTRUST Announces New Investment Chief

CAPTRUST has announced the hiring of Kevin D. Barry as chief investment officer. Barry will lead the firm’s Consulting Research Group, the 11-person team responsible for investment manager due diligence, asset allocation, and discretionary investment management for the firm’s advisory businesses.

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Recognition

CAPTRUST Named to 2017 PLANADVISER Top 100 List

This year, CAPTRUST was named to the 2017 PLANADVISER Top 100 Retirement Plan Advisers list. Sourcing for this quantitative list begins in September of the prior year and information is pulled from responses to an annual survey. CAPTRUST was one of 12 Mega Teams included in this year’s Top 100.

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