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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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Consulting Research Group

The Consulting Research Group at CAPTRUST oversees the firm's primary investment research efforts. Specific areas of oversight include asset allocation, investment manager and vehicle evaluation, plan design, fiduciary best practices, and employee education.

Announcements

VESTED, Winter 2017

We are pleased to announce that the Winter 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 February 15. If you are interested in receiving VESTED Magazine, please contact your CAPTRUST financial advisor or let us know via email.

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