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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

CAPTRUST Makes TBJ’s List of 2018 Fast 50 Winners

The Triangle Business Journal ranked CAPTRUST among the 50 fastest-growing private companies in the Raleigh, Durham, Chapel Hill area. Winners were selected and ranked based on a formula that counts revenue growth and profitability in the preceding three years.

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