Lexington, KY

Lexington, KY

CAPTRUST’s Lexington-based office specializes in solutions for retirement plan sponsors.

Talk to an Expert

Address

Non-branch Location
Lexington, KY 40509

Contact

Phone: 859.286.1040

Who We Serve

Endowments & Foundations Retirement Plan Sponsors

Hours

Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm

Endowments & Foundations

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

Explore Our Services

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Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

Explore Our Services

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CAPTRUST

Lexington, KY

Our expert team is passionate about helping clients in the Lexington, KY area with their retirement plan needs. Plus, our national network of CAPTRUST financial advisors ensures we can support your additional financial goals.

Our Team

Joey Payne

Senior Financial Advisor

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We offer a hands-on approach to our institutional clients, assisting them with all aspects of their fiduciary responsibilities.

Joey Payne

Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.

Succession Planning for Nonprofits

Retirement Plan Services

Selecting a Qualified Default Investment Alternative (QDIA)

Financial Planning

What to Know About Your Cash Balance Plan

Retirement Plan Services

Transforming Financial Wellness with SECURE 2.0

Creating an Investment Policy Statement (IPS)

Wealth Management

What is Investment Management?

Retirement Plan Services

Episode 65: Hearts and Wallets

Episode 14: Conducting an Auditor RFP

Announcing CAPTRUST’s 2024 Endowment and Foundation Survey

Retirement Plan Services

Quarterly Industry Insights: Insurance Industry (Webinar Recording)