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.

Investment Committee Best Practices for Nonprofits

Retirement Plan Services

Episode 70: Accenture and Retirement Recordkeeping

Developing an Investment Policy Statement for Retirement Plan Sponsors

Wealth Management

Market Thoughts: 2024 Election

Retirement Plan Services

IRS Announces 2025 Retirement Plan Limitations

Retirement Plan Services

Fiduciary Update | November 2024

Building a Diverse Board Pipeline

Retirement Plan Services

Cyber Risk and Cyber Security for Retirement Plan Sponsors

Creating Nonprofit Investment Policy Statements (IPS)

Retirement Plan Services

Episode 69: Fidelity and SECURE 2.0