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Solutions for Individuals

Comprehensive wealth planning and investment services tailored to your goals, delivered by experienced financial advisors.

Individual Investors & Families

Individuals and families needing comprehensive wealth planning, risk management, and investment services tailored to their risk profile and goals.

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Professional Athletes

Professional athletes seeking a comprehensive approach to their finances that addresses both their current and post-playing-career needs and concerns.

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Executives & Business Owners

Successful executives and business owners who need help managing their complex financial lives among the competing demands on their time.

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Retirement Plan Participants

Retirement plan participants who receive financial wellness and individualized retirement planning advice from their employers’ CAPTRUST-advised plan.

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Account Aggregation

Secure online tools to allow clients to view their complete financial picture in a single place.

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Business Succession Planning

Financial planning and risk management related to the retirement, disability, or death of a business owner or other key employee.

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Cash Flow Planning and Projection

Modeling and analysis of income, expenses, and savings to determine likelihood of achieving short- and long-term financial goals.

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Charitable Gift Planning

Helping clients fulfill their charitable intentions through gifting strategies during their lives or upon death.

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Corporate Benefits Planning

Helping key employees understand their corporate benefits and how they coordinate with their needs, goals and financial objectives.

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Education, Estate, and Legacy Planning

Saving, investment, and wealth planning strategies intended to help clients address their other important life goals.

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Insurance Analysis and Planning

Evaluation of risks and potential insurance needs and development of strategies to address them.

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Performance Reporting

Quarterly assessment of investment manager and portfolio returns and risk relative to peer groups and indexes.

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Portfolio Construction and Management

Development and ongoing oversight of an investment strategy designed to achieve a client’s goals and objectives.

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Retirement Planning

Financial advice and investment strategies designed to help clients achieve their post-career income and lifestyle objectives.

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Account Aggregation

Secure online tools to allow clients to view their complete financial picture in a single place.

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Cash Flow Planning & Projection

Modeling and analysis of income, expenses, and savings to determine likelihood of achieving short- and long-term financial goals.

icon

Charitable Gift Planning

Helping clients fulfill their charitable intentions through gifting strategies during their lives or upon death.

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Education, Estate, & Legacy Planning

Saving, investment, and wealth planning strategies intended to help clients address their other important life goals.

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Insurance Analysis & Planning

Evaluation of risks and potential insurance needs and development of strategies to address them.

icon

Performance Reporting

Quarterly assessment of investment manager and portfolio returns and risk relative to peer groups and indexes.

icon

Portfolio Construction & Management

Development and ongoing oversight of an investment strategy designed to achieve a client’s goals and objectives.

icon

Retirement Planning

Financial advice and investment strategies designed to help clients achieve their post-career income and lifestyle objectives.

icon

Account Aggregation

Secure online tools to allow clients to view their complete financial picture in a single place.

icon

Business Succession Planning

Financial planning and risk management related to the retirement, disability, or death of a business owner or other key employee.

icon

Cash Flow Planning & Projection

Modeling and analysis of income, expenses, and savings to determine likelihood of achieving short- and long-term financial goals.

icon

Corporate Benefits Planning

Helping key employees understand their corporate benefits and how they coordinate with their needs, goals and financial objectives.

icon

Education, Estate, & Legacy Planning

Saving, investment, and wealth planning strategies intended to help clients address their other important life goals.

icon

Insurance Analysis & Planning

Evaluation of risks and potential insurance needs and development of strategies to address them.

icon

Performance Reporting

Quarterly assessment of investment manager and portfolio returns and risk relative to peer groups and indexes.

icon

Portfolio Construction & Management

Development and ongoing oversight of an investment strategy designed to achieve a client’s goals and objectives.

icon

Retirement Planning

Financial advice and investment strategies designed to help clients achieve their post-career income and lifestyle objectives.

icon

Account Aggregation

Secure online tools to allow clients to view their complete financial picture in a single place.

icon

Cash Flow Planning & Projection

Modeling and analysis of income, expenses, and savings to determine likelihood of achieving short- and long-term financial goals.

icon

Charitable Gift Planning

Helping clients fulfill their charitable intentions through gifting strategies during their lives or upon death.

icon

Education, Estate, & Legacy Planning

Saving, investment, and wealth planning strategies intended to help clients address their other important life goals.

icon

Insurance Analysis & Planning

Evaluation of risks and potential insurance needs and development of strategies to address them.

icon

Performance Reporting

Quarterly assessment of investment manager and portfolio returns and risk relative to peer groups and indexes.

icon

Portfolio Construction & Management

Development and ongoing oversight of an investment strategy designed to achieve a client’s goals and objectives.

icon

Retirement Planning

Financial advice and investment strategies designed to help clients achieve their post-career income and lifestyle objectives.

icon

Account Aggregation

Secure online tools to allow clients to view their complete financial picture in a single place.

icon

Cash Flow Planning & Projection

Modeling and analysis of income, expenses, and savings to determine likelihood of achieving short- and long-term financial goals.

icon

Performance Reporting

Quarterly assessment of investment manager and portfolio returns and risk relative to peer groups and indexes.

icon

Portfolio Construction & Management

Development and ongoing oversight of an investment strategy designed to achieve a client’s goals and objectives.

icon

Retirement Planning

Financial advice and investment strategies designed to help clients achieve their post-career income and lifestyle objectives.

Grow with CAPTRUST.

Grow with advisors you trust.

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Funding Life Goals

I. Funding Life Goals

From retirement planning to education funding, eldercare considerations, and legacy planning.

CAPTRUST financial advisors work with their clients to understand their most urgent concerns and create custom financial strategies to set them on the right path.

Investment Management

II. Investment Management

A financial plan is only as good as the investment engine that powers it.

CAPTRUST builds, manages, and monitors investment portfolios for clients that are tailored to their personal risk tolerances and designed to help them achieve their financial and life goals.

Risk Management

III. Risk Management

Protecting against unforeseen events is a critical part of a well-crafted plan.

CAPTRUST helps clients identify the many risks they face, stress test their financial plans, and implement strategies to manage risks to their lives, goals, and plans.