Menu

What We Do

We help our clients plan and manage their financial lives so they can focus on the non-financial aspects of their lives that are most important to them.

Wealth Management

Individual Investors and Families
Wealth planning, risk management, and investment services. 

Executives and Business Owners
Corporate benefits planning, risk management, and investment services.

Professional Athletes
Cash management, risk management, and post-career planning for the unique needs of professional athletes.

Retirement Plan Participants
Wealth management services for participants in CAPTRUST-advised retirement plans.

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.

Read More