Solutions for Institutions
Investment advisory and fiduciary services delivered by experienced advisors for your organization.
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Whether you oversee a 401(k) or 403(b) investment lineup, a defined benefit portfolio, or an endowment’s long-term asset pool, you need to have confidence that the investments you’re using are performing well and priced appropriately.
With more than three decades of experience working with investment committees to select and monitor investments and an experienced research team, CAPTRUST has the capabilities you are looking for in an investment advisor.
II. Fiduciary Process
As an investment committee member, you are tasked with making prudent decisions and monitoring the results of your decisions.
CAPTRUST can help you establish the right committee structures, implement sound processes to document fiduciary decisions, and provide ongoing regulatory updates and fiduciary orientation to maintain committee continuity.
III. Vendor Management
Our clients face a complex ecosystem of service providers—custodians, trustees, actuaries, recordkeepers, and investment managers—that can be hard to make sense of. It’s even harder for them to know if they’re getting a good deal.
The scope and scale of CAPTRUST’s client base means that we have relationships throughout the service provider community, and we can help ensure that the vendors you’re using are competitive and reasonably priced for the services being rendered.
IV. Employee Engagement
For retirement plan sponsors, getting employees into their plans, getting them saving enough, and getting them invested well are key to putting them on the path to a successful retirement.
CAPTRUST provides financial wellness and advice to thousands of employees each year via one-on-one and group meetings, phone consultations, webinars, and monthly emails. Our proprietary Retirement Blueprint®tablet technology helps ensure that participants act on the advice they receive.
Our Blueprint Pro® service delivers financial wellness and advice to key employees—senior management, practice partners, and owners—to help them make sense of their complex financial lives.
V. Retirement Plan Design
An organization’s retirement plan is a critical part of its benefit package and a well-designed plan can help attract and retain employees—but how do you know if your plan is competitive?
As an advisor to more than 2,000 defined contribution, defined benefit, and nonqualified plans across all industries, CAPTRUST has the perspective needed to design effective plans that will help you achieve your goals as an employer—and your employees’ retirement needs.