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Who We Are

CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing investment advisory services to retirement plan fiduciaries, foundations, and endowments, and comprehensive wealth planning services to executives and high-net-worth individuals.

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Consulting Research

CAPTRUST's two reasearch teams, the Consulting Research Group and the Consulting Solutions Group, oversee the firm's primary investment and practice research efforts. Specific areas of oversight include asset allocation, investment manager and vehicle evaluation, plan design, fiduciary best practices, and employee education.

Announcements

VESTED, Fall 2018

We are pleased to announce that the Fall 2018 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail this week. If you are interested in receiving VESTED Magazine, please let us know via email.

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