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Who We Are

CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high-net-worth individuals.

CAPCommunity Foundation

Started by CAPTRUST employees, the CAPCommunity Foundation applies focus to an ever-growing desire to give back. While the initiative started in 2006, the foundation officially became a 501(c)(3) nonprofit charity in 2007 and specifically focuses on enriching the lives of children. 

Back in its first year, the foundation was thrilled to raise $5,000 to help kids. Now a decade later, it is able to raise hundreds of thousands annually. Our dedication to the foundation is a huge part of our culture and corporate mission and it remains near and dear to our hearts. We are extremely grateful to have the opportunity to help. 


 

CAPCommunity Foundation

If you would like to help the CAPCommunity Foundation or would like to learn more, please visit www.capcommunityfoundation.org or call 855.649.0493. 

Announcements

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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Announcements

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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Recognition

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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