Endowments and Foundations

We remove investment complexity by providing comprehensive, customized solutions designed to help endowments and foundations accomplish their unique objectives.

Nonqualified Executive Benefits

We help deferred compensation plan sponsors recruit, retain, reward, and retire their most valuable employees by providing comprehensive service rooted in a fiduciary mindset of independence, objectivity, and transparency.

Defined Benefit Plans

We remove complexity for pension plan sponsors by providing comprehensive, customized solutions that address the risks inherent in liability measurement and the capital markets.

Defined Contribution Plans

We help 401(k) and 403(b) plan sponsors manage their plans more effectively with our independent advice on investments, plan design, participant engagement, vendor management, and fiduciary process management.

Wealth Management

We help our clients plan and manage their financial lives so they can focus on the non-financial aspects of their lives that are most important to them.

  • Fiduciary Update | February 2019


    In this quarter’s Fiduciary Update, CAPTRUST Financial Advisor Drew McCorkle provides an update on topics such as fiduciary process controls and liability, affirming the Chevron fiduciaries' victory in a fees and investment performance lawsuit, and a few other recent developments stemming from cases of interest to ERISA-qualified retirement plan sponsors.

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  • Driving with Feet on Both Pedals


    Our latest Investment Strategy article explores the contributions of four policy environments—monetary, fiscal, regulatory, and trade—on recent market volatility. Let's consider each policy area and its impact on growth and stability in terms of stepping on the gas, coasting, or tapping the brakes of a car. Like pedals, these policy environments can—when unsynchronized—lead to a fitful ride.

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  • January 2019 CAPTRUST Market Update


    CAPTRUST Chief Investment Officer Kevin Barry talks about the recent market volatility from late 2018 and if signs are pointing toward a recession. Barry reminds investors to have a long-term view and keep in mind that the stock market is not the economy and the economy is not the stock market. While the news headlines sound negative, there is good news underneath.

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Upcoming Webinar! Driving Financial Wellness at Work


Personal financial challenges like credit card debt, the cost of education, and saving for retirement have a meaningful impact on overall employee performance. This stress can lead to employee absenteeism, lost productivity, and health issues.

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VESTED, Winter 2019


We are pleased to announce that the Winter 2019 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail next week. If you are interested in receiving VESTED Magazine, please let us know via email.

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