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.

  • Driving Financial Wellness at Work - Webinar Recording


    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. Despite their popularity, many plan sponsors are still struggling with several obstacles around offering a wellness program, such as lack of time, resources, and budget.

    Read More
  • First Comes Spending, Then Come Investments—or Is It Vice Versa?


    Successfully fulfilling the mission of a nonprofit depends on careful control and planning around both spending policy and investment strategy. However, our recent Endowment and Foundation Survey reveals that a surprising percentage of endowments and foundations don’t have an established spending policy available to key decision makers.

    Read More
  • Understanding Volatility


    In this video, CAPTRUST's Brandon Aber discusses how the markets work and how volatility impacts an investor's portfolio. Specifically, he covers short-term market behavior and long-term market behavior, as well as how those markets are dictated. Key takeaways include the indicators an investor should focus on when thinking about long-term returns, and why time in the market is more important than timing the market.

    Read More


CAPTRUST Announces 44 Employee Promotions


“Each of these individuals has been instrumental in our company’s rapid growth and success,” said CEO Fielding Miller. “We have built a high performing team that requires we retain and recognize individuals for their leadership and contributions.”

Read More