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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 PLANSPONSOR Magazine, CAPTRUST has a leadership position in the retirement plan marketplace on both a national and regional level. We provide investment consulting services to more than 3,700 institutional clients, representing more than $904 billion in institutional assets,
CAPTRUST's clients are located in all 50 states and cover all conceivable industries and organizations of all sizes, from start-ups to Fortune 500 companies. Clients include public and private corporations, education, and healthcare organizations as well as governmental entities, nonprofits, and internally owned firms with institutional assets ranging from $10 million to over $20 billion.
CAPTRUST’s client list, deep bench of resources, and decades of experience working with retirement plans mean that we have the knowledge and expertise to help keep clients’ plans competitive, engage their employees, benchmark their service providers, and assist them with fiduciary oversight.
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