Menu

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.

Advanced Filter

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.

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