CAPTRUST is an employee-owned, independent investment research and fee-based advisory firm headquartered in Raleigh, North Carolina, with offices located across the U.S.
CAPTRUST specializes in providing investment advisory services to retirement plan fiduciaries, endowments, and foundations, and comprehensive wealth planning services to executives and high-net-worth individuals.
Wealth planning, risk management, and investment services.
Corporate benefits planning, risk management, and investment services.
Cash management, risk management, and post-career financial planning for the unique needs of professional athletes.
Wealth management services for participants in CAPTRUST-advised retirement plans.
Investment advisory and fiduciary services for retirement plans, including 401(k), 403(b), defined benefit, and nonqualified deferred compensation plans.
Investment, fiduciary and risk management services for endowments and foundations.
As the market leader working with Catholic institutions, we have developed a range of services to address the demands of faith-based institutions.
Timely, relevant, and actionable investment perspective, best practices, and planning insights for institutional and wealth management clients from CAPTRUST's Consulting Research Group.