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.

Retirement Plan Participants

Having access to a well-designed retirement plan and receiving information on the value of saving and investing for retirement is enough for some employees. However the vast majority of employees continually voice their desire for more help. We have found that education about saving and investing is simply not enough and what employees need is unbiased and independent advice, individualized retirement planning support, and resources that can answer critical questions including:

  • How much will I need to have in savings to be able to retire?
  • When will I know if I can afford to retire?
  • How much of my paycheck do I need to set aside?
  • How should I invest in my retirement account?
  • How will I replace my income during retirement?

For over 25 years, the CAPTRUST participant advice team has been working with employees to understand their unique circumstances, answer their questions, and give them the confidence they need not only participate in their retirement plan, but to achieve success by saving enough and investing appropriately. This is accomplished by providing unbiased advice during individual consultations using our proprietary Retirement Blueprint™ tablet application over the phone with scheduled appointments or in person with a Retirement Counselor. CAPTRUST uses a variety of technologies to deliver pertinent information, conduct workshops, and assist employees in understanding their path to retirement success.


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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