CAPTRUST
Financial Advice You Can Trust
5.0
CAPTRUST provides comprehensive wealth planning and investment advice tailored to unique needs and goals. They serve individuals, families, retirement plan sponsors, and endowment & foundation leaders.
About
CAPTRUST is a fiduciary and investment advisor serving some of the country's biggest retirement plans. They have the experience and knowledge to best serve wealth planning, risk management, and investment challenges.
As a majority employee-owned company with more than 30 years helping organizations, CAPTRUST has the expertise and independence necessary to focus on client needs.
Services
Wealth Planning for Individuals & Families
Comprehensive wealth planning and investment advice tailored to unique needs and goals for individuals, executives, business owners, families with complex needs, and professional athletes.
Retirement Plan Services
Investment advisory and co-fiduciary services for corporations, educational institutions, healthcare organizations, nonprofits, and government entities.
Endowment & Foundation Services
Fiduciary, investment, and risk management services for healthcare & educational services, community foundations, religious organizations, membership organizations, and cultural & social services.
Credentials & Certifications
Reviews
