Wealth Management Clients

Please note that the Black Diamond Wealth Management Performance Reporting Portal will be unavailable Saturday, December 8, through Monday, December 10, due to system maintenance.

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Shared Ideas = Shared Success

Each quarter, CAPTRUST advisors and employees come together for SYNERGY - a two-day embodiment of our culture. Advisors hear the latest market updates and ideas on investment strategy, share best practices in business development and client service, and have ample opportunity to collaborate and interact with their peers. A meeting highlight is always hearing from our Founder and CEO, Fielding Miller, who sums up where we've been, and motivates us for where we're going next. Hear his latest remarks: 

 

Learn more about growing with CAPTRUST.