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.

Religious Services

Religious institutions face unique challenges when unifying faith and finance. Whether it is for their retirement plans, foundations, endowments, or captive insurance programs, they must balance the desire to promote and fund projects that contribute to the greater good with their fiduciary obligations to provide return and mitigate risks for constituents.

CAPTRUST is committed to Catholic investment programs. As the market leader working with Catholic institutions, we have developed a range of services to address the demands of faith-based institutions as they deal with:

  • Foundations
  • Endowments
  • Cemetery Funds
  • Deposit and loan funds
  • Operating reserves
  • Perpetual care funds
  • Captive insurance programs
  • Pension plans
  • 401(k) and 403(b) plans

We understand and pride ourselves in keeping abreast of the financial and investment issues of the Catholic Church and respect the guidelines that influence its decision-making process. As such, we are a provider of socially responsible investment strategies, with customized screening lists for your investment managers that are consistent with the United States Conference of Catholic Bishops (USCCB) Guidelines for your investment programs.

We are here to help you with investment manager research, search, and selection, investment policy statement creation, socially responsible investing, portfolio/allocation design, quarterly performance measurement, retirement plan consulting and design, and fiduciary education.