The week of September 17, InvestmentNews published a piece highlighting CAPTRUST CEO J. Fielding Miller’s plans to grow the firm’s annual revenue from wealth management to 50 percent.
Individual Investors and Families
Wealth planning, risk management, and investment services.
Executives and Business Owners
Corporate benefits planning, risk management, and investment services.
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.