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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.

Guiding Principles

Guiding our Firm 

In the spring of 2004, our entire firm collaborated on an initiative to memorialize our company's Mission. As true today as it was then, our mission reflects our core values and shared commitment, and guides us on how best to serve our clients, relate to our colleagues, interact with our business partners, and support our communities.

Our mission is to enrich the lives of our clients, colleagues, and communities through sound financial advice, integrity, and a commitment to service beyond expectation.


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Guiding our Work

Objectivity and Independence are Paramount

The cornerstone of any successful advisory relationship is objectivity. Our firm is owned and operated exclusively by our employees. This structure of ownership and independence ensures that neither we, nor our recommendations, are influenced by anything other than your best interests.


Collective Experience is Essential

High-value advice comes from the wisdom of collective experience. Our service model is built upon this team approach and has been recognized for excellence by our peers. We believe financial wisdom is gained through collective experience and are pleased to let our hindsight be your foresight.


Discipline is Required

Consistent, long term results are best achieved with a proven and disciplined approach. Our consulting process is built around this concept, which enables our clients to remove emotion from their decision making. This approach provides the necessary structure and practices; yet can be customized to respond to each client's unique objectives.

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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