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CAPTRUST Advisors Included in Top 401 DC Plan Advisors of 2016

Financial Times listed six advisors from CAPTRUST in the 2016 Top 401 DC Plan Advisors of 2016. CAPTRUST advisors Karen Casillas, Dan Esch, Todd Jones, Mike Pratico, Andrew Shimp, and Scott Wertheim are those named in the list. The second annual list was developed in collaboration with Ignites Research, a subsidiary of the FT that provides specialized content on asset management.

The average FT 401 advisor has 18 years of experience advising DC plans and manages $950 million in DC plan assets. FT 401 advisors are increasingly specialized: the average adviser on the list has 74% of his or her total practice’s assets under management concentrated in DC plans, up from 71% last year.

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About CAPTRUST Financial Advisors
CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm represents more than $188 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Michigan, Minnesota, Missouri, New York, North Carolina, Ohio, Pennsylvania, Texas, and Virginia


VESTED, Summer 2019

We are pleased to announce that the Summer 2019 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail shortly. If you are interested in receiving VESTED Magazine, please let us know via email.

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