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What We Do

CAPTRUST Financial Advisors 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.

Institutional Consulting

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.

Foundations and Endowments

Investment, fiduciary and risk management services for foundations and endowments.

Religious Services

As the market leader working with Catholic institutions, we have developed a range of services to address the demands of faith-based institutions.

Recognition

Announcements

CAPTRUST Announces 44 Employee Promotions

“Each of these individuals has been instrumental in our company’s rapid growth and success,” said CEO Fielding Miller. “We have built a high performing team that requires we retain and recognize individuals for their leadership and contributions.”

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