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Who We Are

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

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Consulting Research

CAPTRUST's two reasearch teams, the Consulting Research Group and the Consulting Solutions Group, oversee the firm's primary investment and practice research efforts. Specific areas of oversight include asset allocation, investment manager and vehicle evaluation, plan design, fiduciary best practices, and employee education.

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Upcoming Webinar! easy, breezy, RFPeasy

Sit back, relax, and join us for our webinar on conducting a foolproof retirement plan advisor RFP. You’ll hear from CAPTRUST leadership as they cover best practices and discuss real case studies from their experience completing over 1,700 RFPs.

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