On May 29, CAPTRUST will move from its office location in Bethlehem, Pennsylvania, to City Center Allentown’s newly opened Tower 6 office building. The state-of-the-art 12-story tower is located in the heart of Allentown’s urban center.
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Barron's institutional consultant ranking recognizes the nation’s top teams specializing in investment consulting for defined contribution plans, defined benefit plans, and endowments and foundations.
CAPTRUST, one of the nation’s leading wealth management and institutional advisory firms, releases its 2017 performance results with 24% revenue growth and $54 billion in new client assets under advisement.
CAPTRUST, one of the nation’s leading wealth management and institutional advisory firms, announced that Salt Lake City-based Knox Capital Group, one of Utah’s premier wealth management firms, has joined the family, bringing with it over $300 million in client assets.
CAPTRUST will serve as a multi-session speaker at Schwab’s IMPACT 2017. The annual conference, scheduled for November 14-17 in Chicago, is described as the industry’s largest gathering of experts and forward-thinking advisors.
This year, CAPTRUST is sponsoring #iGiveCatholic—an online crowdfunding event that brings the community together to give thanks and give back to Catholic parishes, schools, and ministries. The event was held on November 28.