This April, the Charlotte Business Journal released its list of the largest financial planning firms in the Charlotte-area. “We are honored to be included on the list,” says CAPTRUST Senior Vice President and Financial Advisor Michael Blair.
What We Do
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 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. In addition to 3(21) investment advisory services, we offer 3(38) investment management for plan sponsors interested in discretionary services.
- Defined Contributions Plans - Investment and fiduciary services for 401(k), 403(b), and other defined contribution plans.
- Defined Benefit Plans - Investment and fiduciary services for defined benefit pension plans.
- Nonqualified Executive Benefits - Investment and plan management services for 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.