What are you solving for?
CAPTRUST provides a compelling alternative for independent RIAs considering a sale of their business.
Over the past decade…
Dozens of accomplished and entrepreneurial advisors have joined CAPTRUST, tapping into our proprietary formula for sustainable growth that includes:
- Accountability to and alignment with one another and our clients, rather than to outside investors;
- A collaborative culture of peers working together in one unified practice;
- A proven, scalable client service and business model; and
- A capital reinvestment strategy focused on compounding long-term growth rather than short-term payoff.
Your peers share how joining us helped them solve for the key issues RIAs are currently facing:
“We felt like we were chasing a rainbow”
“We are going to be better advisors to our clients”
How can we help?
We get it. This is a big decision. The CAPTRUST growth model is anchored by a centralized team of specialists providing a suite of services to financial advisors, who in turn operate their own practice for client service and business development.
Each advisor has the discretion and flexibility to delegate non-client facing activity to the home office to maximize their effectiveness.
centralized team of specialists providing a suite of services to financial advisors, who in turn operate their own practice for client service and business development.
The best advice I can give to somebody considering a move like this is…
Good for clients [VIDEO]
More to come
- Telemedicine: 24/7 diagnosis and treatment
- Benefits app
- HSA and HRA programs
- Dental and vision plans
- Flexible spending accounts (FSA): medical and dependent care
- 401(k) plan with employer match
- Life insurance/AD&D coverage
- Short- and long-term disability coverage
- Employee assistance program (EAP)