CAPTRUST

Financial Advice You Can Trust

Tax consultant in Greenwood Village, CO (show on map)

CAPTRUST offers tailored investment solutions for retirement plans, endowments and foundations, and high-net-worth families and individuals.

Call (303) 738-0300

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About

CAPTRUST is a nationwide network of experts offering fiduciary services, investment advisory, and risk management for retirement plans, endowments, foundations, and professional athletes, with a values-based approach and over 20 years of experience.

Values-based approach

Nationwide network of experts

Over 20 years of experience

Comprehensive suite of financial services

Services

Individual Investors

Comprehensive wealth planning and investment advice tailored to unique needs and goals.

Investment advisory Fiduciary services Risk management

Retirement Plan Sponsors

Investment advisory and co-fiduciary services that help deliver effective total retirement solutions.

3(21) and 3(38) services OCIO services Fiduciary partnerships Plan design optimization Financial wellness programs

Endowment & Foundation Leaders

CAPTRUST provides investment, fiduciary, and risk management services for nonprofit organizations.

Committee education Donor development OCIO services Performance reporting Investment management

Professional Athletes

Comprehensive financial planning for professional athletes from draft to retirement.

Account aggregation Cash flow planning Charitable gift planning Education, estate, and legacy planning Family governance planning Family philanthropic planning Insurance planning Performance reporting Portfolio construction & management Retirement planning Risk management Tax consulting & compliance