CAPTRUST Solutions

Comprehensive planning, investment advisory, and fiduciary services delivered by experienced advisors.

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Individuals
Retirement Plan Sponsors
Endowments & Foundations

Individuals

Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

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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.

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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.

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To truly enrich the lives of our clients, we have to start by working backwards. First, we need to understand what people need and what problems we can help them solve. Then we can make sure they have the right tools and resources to succeed. That’s the way we’ve structured our firm and grown it over the years—by working to understand what people want and need.
J. Fielding Miller Chairman and Chief Executive Officer

Services

What We Provide

Individuals
Retirement Plan Sponsors
Endowments & Foundations
Account Aggregation

Secure online portal enables clients to view their aggregated investment accounts and overall financial plan in one easy to use site.

Business Succession Planning

Financial and risk management strategies to protect wealth upon the retirement, disability, or death of a business owner or key employee.

Cash Flow Planning

Modeling and analysis of income, expenses, and strategies to understand the financial impact on long-term financial goals.

Charitable Gift Planning

Advice and strategies to help clients better accomplish their charitable and philanthropic intentions.

Corporate Benefits Planning

Financial advice to help clients make important decisions regarding company-provided benefits, stock options, deferred compensation, dividends, and distributions.

Education, Estate, & Legacy Planning

Oversight and alignment of estate and education planning documentation with a client’s long-term goals to protect and preserve substantial assets.

Exit Planning

Helping entrepreneurs and business owners address the personal, tax, legal, and financial aspects of the sale of a business.

Family Governance Planning

Family investment and multi-generation strategies including education, distribution planning, and long-term trustee solutions.

Family Philanthropic Planning

Consultation on entity selection, governance, active/passive giving, and strategic prioritization.

Insurance Planning

Coordinate liquidity needs with business and estate objectives through portfolio architecture, acquisition, ongoing reviews, and aggregate reporting.

Performance Reporting

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

Portfolio Construction & Management

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

Retirement Planning

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

Risk Management

Often used in place of or alongside insurance planning, risk management covers areas such as liability planning, income tax nexus, and unexpected events.

Tax Consulting & Compliance

Tax consulting and compliance for individuals, trusts, estates, flow-through entities, and closely held entities.

3(21) & 3(38) Services

Delivery of ERISA fiduciary risk management services for defined contribution retirement plans.

Actuarial Services

Provide consultative support on all aspects of your plan’s valuation and to meet all filing, certificate, and disclosure requirements.

Asset Allocation

Diversification of an investment portfolio across a variety of investment types with different risk and return characteristics.

CAPTRUST at Work

One-on-one advice and financial wellness education to help employees maximize employer benefits and enhance their overall financial well-being.

Fee Benchmarking

Periodic assessment of the competitiveness or appropriateness of fees charged by investment managers.

Fiduciary Training

Periodic updates on retirement plan related issues and developments and best practices for retirement plan committee members. 

Glidepath Development & Monitoring

Creation and management of an age-based asset allocation strategy for retirement plan participants that becomes more conservative over time.

Investment Menu Design

Identification and structuring of appropriate investment options to be included in a defined contribution plan.

Investment Policy Development & Review

Assistance with the creation and execution of documents governing selection of plan investments and their ongoing monitoring.

Liability-Driven Investing

Development of investment strategies designed to fund future pension plan liabilities while managing risk.

Manager Search & Selection

Identification of investment managers fitting a particular profile for inclusion in a retirement plan’s investment menu.

Nondiscrimination & Other Compliance Testing

Comply with regulations while getting strategic advice to help ensure your plan delivers benefits in line with your objectives.

Nonqualified Executive Benefits

Development of supplemental retirement savings plans to recruit, reward, and retain key employees.

OCIO

Discretionary portfolio management that includes asset allocation, plus ongoing investment selection and monitoring for a pension plan.

Pension Risk Transfer Consulting

Analysis and support for sponsors looking to offload pension plan risk via lump sum or annuity payments.

Performance Reporting & Monitoring

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

Plan Design Benchmarking

Analysis of key defined contribution plan features that drive costs, competitiveness, and employee retention.

Plan Financing & Security

Analysis and advice on the costs and benefits of investments offsetting nonqualified deferred compensation plan liabilities.

Recordkeeper Search

Process oversight and assistance with identifying and selecting a retirement plan recordkeeper.

Asset Allocation

Diversification of an investment portfolio across a variety of investment types with different risk and return characteristics.

Committee Development & Education

Assistance with the implementation of best practices for endowment investment committee composition and ongoing governance.

Discretionary Investment Management

Management of client investment portfolio assets based upon stated guidelines, goals, and objectives.

Donor Development

Portfolio reporting and capital markets perspective intended to help drive donor confidence and engagement.

ESG Investing

Alignment of portfolio investments with an investor’s ethical considerations or values.

Fee Benchmarking

Periodic assessment of the competitiveness or appropriateness of fees charged by investment managers.

Investment & Spending Policy Development

Assistance with the documentation of policies governing portfolio risk, investment selection, ongoing portfolio monitoring, and distributions.

Manager Search & Selection

Identification of investment managers fitting a particular profile for inclusion in an endowment’s investment strategy.

Nondiscretionary Investment Advice

Portfolio recommendations and changes implemented in collaboration with an investment committee.

Performance Reporting & Monitoring

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

Trustee/Custodian Search

Process oversight and assistance with identifying and selecting a trustee or custodian for endowment investment assets.

Resources

The Latest from Our Team

Our articles, videos, surveys, and podcasts share must-know information from best practices to market insights to financial planning strategies.

Locations

We’re proud to have offices across the country so you’re never far from expert advice.

Find a Location Near You