Financial Advisor magazine’s Eric Rasmussen recently sat down with CEO Fielding Miller to talk about CAPTRUST’s focus on retirement plan advisory services and the challenges and opportunities in that specialty market segment. Titled “Capitalizing Beyond 401(k)s,” the article chronicles CAPTRUST’s rise—and Miller’s personal journey—from a start-up practice in the late 1980s to becoming the #1 registered investment advisory firm in the U.S. (according to Financial Advisor magazine, July 2018). The article highlights the strategic decisions made and catalysts encountered along the way that catapulted the firm to national prominence.
To read the full article click here.
CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing investment advisory services to retirement plan fiduciaries, endowments and foundations, executives, and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm represents more than $278 billion in client assets with 38 offices located across the U.S.