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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

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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