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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.

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Business Operations

The Business Operations Group represents a team of professionals dedicated to ensuring the smooth operational pooling of talent and resources across the firm – so that every client experiences the highest level of service and support we can offer.

Announcements

Plan Sponsors' Biggest Surprises about 3(38)

Join us on Wednesday, May 31, 2017, where CAPTRUST Defined Contribution Practice Leader Scott Matheson will moderate a 60-minute discussion on the topic of discretionary investment management with CAPTRUST senior investment experts, Jennifer Dunbar and John Leissner.

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Recognition

CAPTRUST Defined Contribution Services Ranked #1

Institutional Investor’s inaugural DC Industry Leaders study rates CAPTRUST as provider of the best defined contribution services to retirement plan-centric advisors. CAPTRUST operates as a centralized model; the company’s financial advisors are supported by more than 200 colleagues.

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Announcements

VESTED Voices | Pro Athletes Giving Back

We are pleased to announce that the second installment of VESTED Voices, the video series associated with CAPTRUST’s magazine, is now available. In general, this installment focuses on pro athletes giving back; specifically, we speak with Rod Brind’Amour, Ricky Proehl, and Thomas Davis regarding their ongoing charitable efforts.

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