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CAPTRUST

We are building financial foundations.

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4208 Six Forks Road

Raleigh, NC 27609

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www.captrust.com

About CAPTRUST

CAPTRUST is an independent advisory and financial services firm founded in 1997. The primary function of our firm is to provide retirement plan advisory services to plan fiduciaries and their participants, built upon the principle that investors are best served by working with independent advisors who maintain complete objectivity and work exclusively in the best interests of the client. One hundred percent of our revenue is fee-based. CAPTRUST offers investment advisory services, fiduciary support, and provider analysis and fee benchmarking. The firm also offers employee wellness and advice for retirement plan participants.

Products by CAPTRUST

Solutions for Retirement Plan Sponsors - 3(21) & 3(38) Services

By CAPTRUST

CAPTRUST offers investment advisory and fiduciary services across the full spectrum of qualified and nonqualified retirement plans, including 401(k), 403(b), defined benefit, and deferred compensation plans. As one of the largest independent retirement plan advisory firms nationally ranked by... Read more »

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CAPTRUST at Work - Financial Wellness Solution

By CAPTRUST

We help employers deliver personalized and actionable educational content and unbiased advice that can increase employees’ financial confidence and empower them to improve their own financial wellness. CAPTRUST is one of the nation’s largest providers of fiduciary services to retirement plan... Read more »

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Endowments & Foundations - Investment, Fiduciary, and Risk Management Services

By CAPTRUST

CAPTRUST provides expert guidance and resources to help endowments and foundations address their investment, spending, governance, and donor development challenges. With expertise across the full spectrum of nonprofit organizations, we leverage decades of experience to help our clients achieve... Read more »

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