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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.

Individual Investors and Families

There are so many financial products and services available today, it’s hard to know how best to invest—or who to trust for unbiased advice about retirement and estate planning. The risk of investing is high and the consequences of getting it wrong can be significant, so it’s important to find an advisor who will focus on your best interests—without an agenda.

Our experience tells us that investors are looking for experience and trusted advisors who can provide:

  • Comprehensive wealth management focused on their unique circumstances
  • Investment management tailored to their risk profile and goals
  • Clear reporting of their portfolio holdings, transactions, performance, and fees

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 biggest 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.

Announcements

Target Date Funds - Ten Years Later

In this recent webinar, CAPTRUST DC Practice Leader Scott Matheson moderates a 45-minute discussion covering the current state of, and common questions about, target date funds. He is joined by CAPTRUST senior investment and target date fund experts, Jennifer Dunbar and David Hood.

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Recognition

Recognition

CAPTRUST CEO Talks M&A Plans

Earlier this week, Mergermarket's Karen Padley published an article based upon an interview with CAPTRUST Chief Executive Officer Fielding Miller during which he discussed registered investment advisor consolidation, the firm's growth in recent years, and plans for continued growth.

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